Education:
- Content Creation – weekly/monthly/quarterly newsletters, whitepapers, and dashboards on markets & economics
- 3rd Party Content links
- Client Presentations – webinars, videos, in-person events
- Speaking Engagements - conferences, universities
- Annual Investment Theme Reviews
Operations:
- Performance Reporting Troubleshooting
- Security Database Classification System
- Customized Performance Reporting
- Estimates of Cash Flow, Dividends, Interest, Capital Gain Distributions
- Net Worth Statements
- Small Business Projections & Analysis
Research:
- Objective Investment Due Diligence
- Expert Network – CFAs, Insurance, Tax, Estate, Medicare
- Resource for Difficult Client Questions
- Research on Individual Stocks, Bonds, Preferred Stock, Exchange Traded Debt, Closed End Funds, Interval Funds, and more
- Proprietary Mutual Fund & ETF Database with Subcategories & Analysis
- Private Markets Research - Private Equity, Private Credit, Venture Capital, etc
- Annuity Analysis – Variable Annuities, Fixed Indexed Annuities, etc
Investment Committee:
- Conducting Investment Committee Meetings & Projects
- Capital Market Assumptions
- Scenario Analysis Tool
- Allocation Change Tool
- Monitoring Investments
- Financial Stewardship and Fiduciary Duties
Business Development:
- Prospect Risk Audit
- Comprehensive 15-Point Prospect Analysis
- Higher Conviction
- Higher Conversion Rate
- Fewer Follow-up Meetings
Portfolio Construction:
- Liquidity Alternatives Dashboard (MMKT, T-bills, Online Savings, CDs, Ultrashort Bonds, Munis, etc)
- Bond Fund Portfolios – Taxable and Tax-Free
- Option Strategies for Concentrated Stock Positions
- Investor Preference Models: ESG (Environmental, Social, Governance), Faith Based Investing, Factor Based Investing, ETF-Only, Ultra-Low Cost, Active, etc
- Divestiture Plan
