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OUR SERVICES
Our Process
Fees |
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Our Services
Coulter & Justus Financial Services provides comprehensive asset management and financial planning services to individuals and businesses.
Asset Management Services include:
- Investment policy development
- Asset allocation and portfolio design
- Research, analysis, and selection of investment managers
- Research, analysis, valuation, and selection of individual stocks
- Ongoing portfolio rebalancing
- Performance measurement, benchmarking, and reporting
- Advisory services on 401(k) plan investment options and other brokerage accounts held outside our firm
Financial Planning Services include:
- Pre-retirement planning
- Post-retirement planning
- Tax planning
- Estate & legacy planning
- Charitable giving planning
- College education planning
- Business succession planning
- Insurance assessment planning
- Special planning services to widows, widowers, & conservators
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