Investment & Wealth Management

Investment & Wealth 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.

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

Start seeing a bigger return on your investments.

Call us today to begin building a personalized plan for your business.

1 (888) 507-9919

Contact Us

Michael G. Kirwan, REBC® , ChFC®, CLU®, is an Independent Advisor Representative (IAR) of BCG Securities. Securities offered through BCG Securities, Inc., member FINRA & SIPC. 856-393-1950.
The Kirwan Companies, Ltd, and BCG Securities are separate and unrelated entities. 
Check our broker status.