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Services for Institutions

Supporting your business or organization’s financial needs with a team of in-house expertise.

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Investment Advisory and Fiduciary Services

More than a traditional investment manager, Creative Planning offers all in-house expertise including wealth managers, employee benefits attorneys, ERISA law specialists, accountants and institutional and nonprofit specialists.

Our institutional services include:

  • Customized Investment Solutions
  • Review and Creation of Investment Policy Statements
  • Access to Fiduciary and Institutional Best Practices

Retirement Services

Employee retirement plan and fiduciary services for companies of all sizes. Plan design; investment advice; ERISA compliance; participant engagement.

Investment Advisory & OCIO Services

Operations, governance, and portfolio management for endowments, foundations, charities, and other nonprofit organizations.

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LET’S TALK

Meet with a financial advisor at a location near you

Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021