Estate Valuation
CurrentEstate reassessment, valuation, & asset management. Fiduciary responsibility. Working with CPA's, estate attorney, investment broker, & financial planners by identifying specific, diverse investment alternatives. Diversify assets across 3 prime areas. Invest across all areas of passive and actively managed risk, domestic & international, expand existing portfolio (through trust vehicles). Preservation of Estate -- Asset Management* Reassess 401(k) efficiency model through asset relocation. Reduce overall fund fees, modify investment objectives relative to portfolio division. Drop fees across all investments from .5 to 1.5%, or more. * Protect heirs, lower managerial costs by managing investments directly. Further develop the IRA, through concentrated positions (tax efficiency).* Boost returns over 10 - 20 year's by 6%- 7%, double principle amounts, offset inflationary risks on future values by building in cost of living increases relative to the Consumer Price Index (CPI).* Mitigate risk by negating annuities, expand bond, stocks, and blended funds. Benchmark - Wilshire 5000.