Investment Management

Investment Portfolios for Corporations, Trusts, Foundations,
Institutions, Individuals, and Retirement Plans

Entrusting your hard earned assets to a Financial Advisor/Wealth Manager is a big decision that can have a profound impact on your business, your family, and your personal fortune. At Kirwan, we pride ourselves on building personal long-term relationships, and providing individual service that is tailored to meet our clients’ needs.

Our unique and profitable solutions include individual and multi-portfolio strategies and daily money management for our clients, with an emphasis on tax-deductible accounts.With our help, our clients have accumulated millions of dollars in their retirement accounts from surplus funds and corporate profits, setting their businesses up for long-term success, and securing their personal futures.Click here to contact us for a free consultation.


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Investment Portfolio Management Services

Our Investment Portfolio Management Services include multi-portfolio strategies and daily money management for our clients’ business and personal assets and retirement plans.

  • Design Preparation and Proposals for Individuals, Retirement Plans, Corporations, Trusts, Foundations, and Institutions
  • Monthly Performance Reporting with Client 24/7 online account access and access to our 24 hour response team. (Sample Report)
  • Client Portal
  • Daily Reconciliation and Downloads
  • GIPS Composite Performance Reporting
  • Preparation of Account Opening Documents
  • Client Only professional Individual Management and Reporting of HSA contributions (an offering exclusive to The Kirwan Companies)
  • Annual Compliance Audit
  • No commission, and low money management fees

Click Here To Contact Us


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Start seeing a bigger return on your investments.

Michael G. Kirwan, REBC® , ChFC®, CLU®, is an Independent Advisor Representative (IAR) of American Portfolios. Securities offered through American Portfolios, member FINRA & SIPC. 631-439-4600.
The Kirwan Companies, Ltd, and American Portfolios are separate and unrelated entities. Check our broker status.
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