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| Investment Management |
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Investment management is the core of our services. With approximately $2 billion under management, all acquired through referrals, our team has extensive experience managing money in both bull and bear markets. We do not experiment with our clients' money, and we do not invest based on a hunch. Our process has withstood academic studies and real world markets, and is a proven approach to maximizing returns while controlling risk as much as possible. For most of our clients, the focus is capital preservation followed by growth, but each client has different needs and unique circumstances. We analyze all aspects of a client's current financial situation and desired outcomes prior to constructing a portfolio.
Creative's investment committee focuses on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives. We are not married to any gimmick, such as putting 100% of a client's money in mutual funds, exchange traded funds, or anything else. Rather, we focus on searching for and utilizing 'best-in-class' investment vehicles for every component of the client's portfolio.
Creative has no conflict of interest when it comes to managing a client's money. We steadfastly refuse to offer proprietary funds, which would immediately create a conflict of interest. As a registered independent advisor, Creative also serves as a fiduciary, a legal standard by which we must employ the highest standard of care when it comes to advising clients on their money.
Among independent firms in the country, Creative is in the Top 1% of firms in assets under management that refuses to offer proprietary funds. This is yet another reason why we continue to stand out as one of the most experienced and trusted wealth management firms in America.
Retirement Plans
Creative offers 401(k) and profit sharing consulting services, including fund performance reviews and comparisons, investment committee oversight, fiduciary services, plan design, and employee education programs. Among our clients are some of the most recognizable names in American business.
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Institutional Wealth Management
Creative provides consulting services for institutions, including foundations, charities, and businesses. Services include investment management, fund performance reviews and comparisons, investment committee oversight, and fiduciary services. |
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