Investment management is the core of our services. With over $35 billion under management, acquired primarily 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. 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 steadfastly refuses to offer proprietary mutual funds because of the conflicts of interest that they create. 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.
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.
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Institutional Services
Creative provides consulting services for institutions, including endowments, foundations, charities, and other nonprofit organizations. Services include investment management, fund performance reviews, investment committee oversight, investment and spending policy guidance, and fiduciary services. For more information, contact Tiya Lim, Director of Institutional Services at lim@creativeplanning.com.