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Investment Management

No standard portfolios; no standard allocations.

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A Customized Portfolio for Every Client

No two client portfolios at Creative Planning will look exactly alike. We believe that your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals.

Criteria for Investment Selections

  • Low-cost
  • Transparent
    • Tax-efficient
    • Income-paying

    How We Select Investments

    We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market condition.

    We don’t believe in market timing. We don’t believe in allocating portfolios according to risk or age. We create a financial plan that’s based on your needs and goals, then build a portfolio to match.

    Why not give your wealth a second look?

    “Your wealth works harder when it works together.”

    Peter Mallouk

    President & CEO, Creative Planning

    Serving Clients Nationwide


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    Providing financial peace of mind across the globe



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