Investment and Portfolio Management Services
At Creative Planning, our investment management services are designed to help you create a diversified, personalized investment portfolio that evolves with your goals. Our integrated approach to investment and private wealth management helps individuals and families grow, protect and sustain their wealth across every stage of life through both public and private markets.
Personalized Investment Management Services
No two client portfolios at Creative Planning look exactly alike, and that’s by design.
Effective investment management services aren’t just about your advisor choosing stocks or bonds; they’re about creating a comprehensive investment strategy tailored to your unique priorities, desired lifestyle and investment risk tolerance. Creative Planning combines disciplined investment management with broader wealth management strategies, ensuring every investment decision aligns with your financial goals.
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best Wealth Management Firms 2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
Our Approach to Portfolio Management
At Creative Planning, our portfolio management philosophy centers on delivering personalized, disciplined solutions for every client. We leverage both public and private markets — including private equity, private credit, real estate investment and private infrastructure — to build resilient, diversified portfolios. We see private market investing not just as “alternatives” but as a key strategy for increasing diversification and pursuing multigenerational growth.
Personalized service
- Every relationship begins with understanding your financial goals, risk tolerance and current circumstances.
- Your wealth manager and in-house specialists (financial, legal, accounting) craft and refine your customized investment portfolio.
- Our process results in tailored solutions that balance short-term needs with lasting growth potential.
Disciplined investment management
- We use dynamic asset allocation to balance growth, stability and investment risk.
- Portfolios include stocks, bonds, and private market opportunities for the potential of enhanced returns and risk management.
- Strategies are built to flex and evolve with changes in your life and the markets.
Ongoing oversight and optimization
- Our professionals monitor portfolios proactively, adjusting allocations as new opportunities emerge.
- Integration with tax-efficient planning and estate strategies ensures every investment decision supports your comprehensive wealth plan.
Whether you’re preparing for retirement, growing your wealth or preserving assets for future generations, our approach keeps your investments aligned to your personalized financial plan — now and into the future.
Investment Strategies for All Levels of Wealth
As your wealth grows, your investment strategies should evolve. Strategies that work for one family or investor may not be right for another. That’s why we tailor each client’s investment management strategy to their specific needs and level of wealth.
- High-net-worth clients require more sophisticated solutions: concentrated stock management, tax-aware portfolio management and private market opportunities, such as private equity, private real estate and private credit.
- Ultra-high-net-worth families may shift their focus toward future generations through succession planning, liquidity management and philanthropy. We integrate wealth management services with estate, tax and charitable strategies to help ensure full coordination of your financial life.
By tailoring investment strategies to different levels of wealth, we aim to help clients progress from building security to preserving a legacy.
Proud to Be a Fiduciary
Some firms earn commissions based on hidden fees and buying and selling decisions — but not us. As fiduciaries, our investment managers are legally and ethically bound to act in your best interests.
When you work with Creative Planning, you can expect us to take a planning-led approach to your investments. Your trusted financial advisor will guide you through selecting the right asset allocation and investment strategy for your unique situation, only making recommendations that work toward your financial goals. Simply put, we only succeed when you do.
Our Investment Principles
When you choose Creative Planning, you can expect meticulous investment decisions based not only on your unique financial plan but also on our core investing principles. These principles guide our strategy, helping ensure your portfolio is optimized and working toward meeting your financial goals.
We aim to keep your average investment costs as low as possible, using efficient money management strategies and lower-fee products, so that your total returns aren't eroded by unnecessary annual fees and expenses.
You're an active participant in our process. Our financial advisors help you make well-informed choices by clearly explaining potential risks and returns before any action is taken.
In addition to managing tax-efficient trades, our wealth managers provide guidance on using pre-tax and Roth IRAs alongside retirement accounts for optimal tax outcomes. Every investment portfolio incorporates a compliant tax strategy aligned with your financial situation.
Based on your financial goals, we recommend assets designed to provide passive income, such as real estate and dividend-generating investments, giving you more flexibility with the funds in your portfolio.
Frequently Asked Questions About Investment Management
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