Pursue Your Goals with Tax-Sensitive Customized Portfolios
Our investment services may be appropriate for tax-advantaged accountholders seeking growth strategies while working, and income with growth investments when retired. In addition, our services may be appropriate for nonprofit institutions (endowments and foundations) seeking conservative inflation-adjusted returns from a low-cost, passive investment strategy exclusively using exchange-traded funds. Our investment services may also be appropriate for personal trustees, guardians, and executors seeking income strategies for primary beneficiaries and inflation-protected growth for future generations.
Fee-Only Investment Management
Our fee-only investment management services are geared towards high-net-worth individuals, couples, families and trustees, and other fiduciaries. First, we discuss investment time horizons, risk tolerance, and return expectations. Second, we will develop short- and long-term asset allocation targets. Then, within those guidelines, we will manage the assets on a discretionary basis.
Tax and Estate Consulting
You may be surprised how much money can be saved through proper estate and tax planning.
We start with an overall assessment of your situation—touching upon your overall estate and tax issues. Then, we will provide customized advice in concert with your CPA and estate attorney.
We understand that leaving a legacy is important to many of our clients. Our team can work with you to outline the most effective charitable giving plan and strategies to leave the most money to your heirs.
401(k) Plan Consulting
The 401(k) plan you offer to employees is subject to strict regulation by the Department of Labor (DOL). Advisors at Conry Asset Management are well versed in DOL fiduciary rules as they hold the Accredited Investment Fiduciary® (AIF®) designation. We can put a 401(k) or 403(b) plan in place and see that the plan design, investment lineup, and participant education issues are handled properly.
On an annual basis, we will hold a formal plan review meeting, delving deeply into investment monitoring and lineup enhancements, participant education activities, plan design, and a fiduciary review.
