The Investor Group has been serving customers for
more than 30 years and currently oversees assets in excess of
$800 million.
We combine friendly, personal attention with a wide range of
specialized services to help you choose the best way to protect
and manage the assets you've worked so hard to build
The Investor Group has extensive experience
managing assets for individuals, corporations, retirement plans,
municipalities, unions, university foundations, fire and police
departments. We utilize an investment philosophy designed to
obtain the optimum rate of return according to your risk
tolerance.
Whether protecting your assets, minimizing taxes or ensuring
long-term care of a loved-one, we will ensure that your assets
are managed and distributed according to your instructions. We
not only offer high-quality administration of your trust...we
offer peace of mind.
Rolling over or transferring your retirement plan balances is
a sound way of maintaining your tax deferred investments when
retiring or changing jobs. In addition to offering a variety of
investment options, we can help consolidate your existing
retirement savings into one convenient IRA.
We'll help you every step of the way to tailor a business
retirement plan for you and your employees. Our unique services
include an in-house record keeping staff, wide range of
investment options, complete enrollment assistance and ongoing
employee education. Plus, our local retirement plan staff is
available to meet with you or your employees...we're here when
you need us.
Losing a family member can lead to a difficult period of
transition so give careful thought to the selection of your
executor. Consider the specialized qualities and knowledge that
your family will need to count on when they find themselves on
their own financially. You can either leave your heirs the
burden of a complex and unfamiliar task, or bequeath a sense of
security and confidence by naming a professional and impartial
executor: The Investor Group.
Take the hassles out of safekeeping your own securities. Let
us handle the paperwork and reporting. We can manage the
clerical and accounting details such as settling transactions,
collecting income, tracking cost basis, and providing
consolidated reporting while you maintain ownership and control.
Consolidated performance reporting is available as an add-on
option. |
