| Our Financial Advisory Services division serves clients typically with $250,000 to $1,000,000 to invest. Investment solutions are customized and include tactically allocated mutual funds and exchange traded funds for proper diversification. In addition to investment management, we also provide integrated financial planning with an emphasis on retirement planning, cash flow projections, college savings and broad estate and income tax planning.
Our service to you is based upon a commitment to expertise, continuity and a trusted, personal relationship. With that goal in mind, our Financial Advisory Services division is staffed by experienced Portfolio Managers, all who have obtained, or are working towards, the Certified Financial Planner designation and have years of experience in the investment management and financial planning industry. Your Portfolio Manager provides ongoing counsel and integrated planning to help you achieve your goals.
Your Portfolio Manager is responsible for designing and implementing your investment plan and is supported by an in-house team of experts: Strategists, Research Analysts and other Portfolio Managers. The investment actions taken in your portfolio are the result of a team approach to research, evaluation and decision making. Regular in-person reviews and communication with your Portfolio Manager will ensure that your portfolio is in alignment with your needs, goals and risk tolerance.
- Coordinated investment plan
- Ongoing assessment of asset allocation/diversification
- Retirement planning and cash flow projections
- Development of savings plan
- Estate planning overview
- Income tax summary review
- Education/college funding planning
- Insurance analysis review
- Coordination with other professional advisors as needed
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Timothy C. Gehner, CFA, CFP®
Director of Financial
Advisory Services
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employee list.
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