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