Portfolio Offerings & Risk Assessment

Portfolio Offerings

We offer a full range of multi-portfolio strategies and daily money management for our clients’ business and personal assets and retirement plans in conjunction with our partners at Sowell Management Services.

Our portfolio options consist of:

  • 9 Passive Solutions
  • 10 Strategic Solutions
  • 5 Individual Equity Solutions
  • 9 Tactical Solutions
  • 3 Liquid Alt Solutions
  • Custom Bond Portfolios
  • Custom/MPD™ Portfolios
  • Variable Annuity and Variable Life Management
  • Retirement Plan Advisory Services
  • Health Savings Account Management
  • Unified Management Accounts

Click here to learn more about our portfolios and risk management system.

Risk Assessment

In order to provide you with a wealth and investment management strategy that fits your needs and achieves your financial objectives, we first need to understand your Risk Tolerance and Time Horizon.

Download our  Risk Assessment Questionnaire 

Please 1.) SAVE the Questionnaire first, 2.) then fill out the information, and 3.) email it to The Kirwan Companies, Ltd.:

info@kirwanbenefits.com

Growth, Income and Risk

We believe that considering these three metrics within the investment selection process defines a successful client portfolio over the long term. Tracking and measuring these metrics for each client portfolio requires active oversight within the dynamic investment landscape.

Review the Growth, Income and Risk Matrix

Sowell Management Services Global Investment Performance Standards (GIPS)

Sowell Management Services is an independent registered investment adviser with the Securities and Exchange Commission, and complies with Global Investment Performance Standards (GIPS®).  To receive compliant presentations and/or a list of composite descriptions, please contact us at info@kirwanbenefits.com or by calling 888-507-9919.

AshlandAshland GIPS Verification Letter 1-23-15

Ashland GIPS Verification Letter- Portability Review 1-23-15

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.
 
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