|
Our firm is an independent investment management and retirement planning firm designed to satisfy investors who want intelligent, independent and objective financial advice from highly qualified, experienced professionals and exceptional technology and client services. Our clients are long-term investors attracted to the 12 hallmarks of our servicescape.
|
|
|
|
|
___________________________________________________________________________________________
|
|
|
|
| Retirement and Financial Planning Services |
|
|
|
|
|
|
|
We offer retirement income planning and comprehensive financial planning services for a professional fee. Our planning services may include or exclude implementation. Planning services clients do not need to be investment management clients of the firm. Each comprehensive financial planning engagement is completed by a Certified Financial Planning certificant, an estate planning attorney and a Certified Public Accountant.
|
|
|
|
___________________________________________________________________________________________
|
|
|
|
| Investment Management Services |
|
|
|
|
|
|
|
|
We bring Nobel Prize-winning research from leading financial economists to our clients in the form of distinctive empirical strategies from institutional managers that are unavailable to investors without a professional investment advisor. Clients benefit from strategies that have higher expected returns, specific dimensions of risk, more focused implementation and lower management and trading costs. We offer these services to clients with total investment accounts beginning at $1 million.
|
|
|
|
|
___________________________________________________________________________________________
|
|
|
|
| Wealth Management Services |
|
|
|
| |
|
|
|
|
For individuals and families requiring assistance with the considerable demands for increased time, resources and collaborative expertise essential for long-term financial success, we manage whole-system integration across the disciplines of wealth management using our proprietary integration of best-in-class technologies.
|
|
|
|
___________________________________________________________________________________________
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inspired Capitalworks is registered with the Securities and Exchange Commission as an investment adviser firm. The firm is independent and not affiliated with any securities brokerage firm or securities dealer. The firm does not sell any financial or insurance products, nor receive any sales commissions, brokerage fees, mutual fund fees or any other compensation that could adversely effect the independence or objectivity of the advice clients receive from the firm. Compensation for all client engagements is client-paid and fee-only.
|
|
|
|
___________________________________________________________________________________________
|
|
|
|
|
|
|
|
|
This website has been optimized for use with Internet Explorer using medium text size view. |
|
|
|
