Implementing a sound investment strategy is a full time job. That's why at Miller Gesko we are meticulous about choosing the best and most prudent instruments to maximize your investments. And we never leave your portfolio on auto pilot. We dynamically monitor and evaluate changing markets with an eye toward maximizing your investments.
These are our services for a typical investment account:
We will structure, monitor and review investment holdings, making recommendations in accordance with a mutually agreed upon understanding of investment objectives: capital preservation, income and capital growth.
On an ongoing basis, we will assist in the creation and administration of financial plans and estate plans developed in conjunction with attorneys, accountants, insurance advisors or other professionals.
These plans could include:
▼ Valuation of Assets & Liabilities
▼ Goals and Objectives
▼ Family Dynamics
▼ Generational Needs
▼ Programmed Gifting: Charitable/Generational
▼ Insurance Planning & Administration
▼ IRA’s, 401K’s, 529, etc.
▼ Tax Deferred Strategies
▼ Trust Administration
▼ Powers Of Attorney
Note: For a nominal fee, we will supervise the preparation of your individual income tax returns, including quarterly estimates. If you wish to continue with your current accounting firm, we will prepare a year-end tax summary.
For more about Miller Gesko, our philosophy, our people, and the performance of our investment portfolio or to arrange for a consultation, please contact one of our investment advisors.