Investment Management

At Consolidated Financial, we act in a Fiduciary Capacity for our clients, meaning we are advocates for our clients, not for investment products or investment providers. We partner with companies such as Charles Schwab to custody our clients’ assets and provide support for our clients’ account servicing needs.

We assist our clients in setting up and managing the following types of accounts:

  • Traditional IRA’s
  • Roth IRA’s
  • Rollover IRA’s (from 401k plans)
  • Brokerage/TOD accounts
  • Trust accounts
  • SEP IRA’s
  • Solo(k)’s
  • UTMA’s

When setting up an Investment Strategy for your money, we will consider the following:

  • Fees & Expenses
  • Tax Efficiency
  • Active versus Passive Management
  • Asset Allocation/Diversification
  • Investment Performance
  • Time Horizon
  • Risk Tolerance

We would be happy to review your current account statements with you. Current clients can access their accounts using the links below.

Schwab Account Access
Orion Access