INDIVIDUALS & FAMILIES PAGE
INDIVIDUALS & FAMILIES
We believe that individuals and families of all income and wealth categories benefit from professional, independent, and objective financial advice.
When working with Lake Jericho you will get clear financial advice from professionals that have your, and your family’s, best interest in mind. We embrace the higher duty that being a fiduciary brings; placing your needs above any self-serving interest.
Lake Jericho’s professionals work with you, work with your existing legal and tax advisors, or bring together a team of independent professionals to establish wealth accumulation, discretionary investment management, trust, and estate strategies based on your personal objectives, income needs, tolerance for risk, and tax considerations.
Our in-house professionals and collaborative partners have secured advanced degrees such as MBA’s and PhD’s. We hold industry designations such as the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analyst (CFA) charter-holders. We also have internal IRS experience on our team, as well as a advanced experience and skill in philanthropic planning. We bring an expertly trained, highly skilled, and deeply experienced team to every relationship. We engage in all areas of comprehensive financial advice and planning, including, but not limited to:
- Family Budgeting, and Savings Plans
- Tax Planning
- Employee Benefit Analysis retirement plan benefits and selection of investment options
- Probate, Estate, and Trust Needs Analysis we refer to capable external attorneys in various markets for the crafting of client documents
- Discretionary investment management, trust management and administrative services.
Our financial advice and discretionary investment management discipline translates equally well for individuals, families, trusts, trustees, endowments, charitable and not-for-profit organizations, and businesses. This includes the management of stocks, bonds, mutual funds, ETFs, and other securities. Any special or unique assets in your current portfolio will be included in the overall investment strategy developed and will be implemented on your behalf. Your objectives, plan, and performance are monitored regularly, measured against appropriate benchmarks, reports are provided on a regular basis, and we stay in touch with you to make sure that strategy evolves to match your changing needs.