Our Services

Our Services
Using our simple three-part strategy, we're able to
offer sound investment plans to our clients.

Investments for Generations Services

 

We use a process that consists of three parts: the Philosophy Plan, the Strategic Plan and the Monitoring Plan. Each section of the clock equally represents the three steps to the process. Our Philosophy is ever present in the Strategic Plan and especially in the Monitoring Process:

PHILOSOPHY

Take the appropriate risk to help the client achieve their long term goals. We try to fully understand our client's goals for each area of their wealth.

PLANNING STRATEGY

  • Financial goals:
    • Save for retirement
    • Grow to beat inflation
    • Return - goal of x%
  • Cash flow:
    • Tax/Regulatory: (Tax rate = xx%)
 

THE MONITORING PROCESS

  • Totally independent investment selection process
  • Due diligence in investment selection
  • Rebalance and cash flow process
  • Monitoring and control
 

OTHER SERVICES

  • Retirement planning
  • Tax planning strategies*
  • Estate planning strategies
  • Insurance planning
  • Education planning services
 

Through Benjamin F. Edwards, we have access to many products and services through our headquarters and we utilize that support in helping you; while also working with your tax advisor, or attorney.

  • Advisory Services
  • Alternative Investments
  • Cash Management
  • Education Planning Services
  • Equity Syndicate
  • Estate Planning Strategies
  • Executive & Corporate Services
  • Financial Planning
  • Fixed Income Investments
  • Insurance & Annuities
  • Investment Banking – M&A
  • IRAs & Retirement Plans
  • Mutual Funds
  • Online Account Services
  • Trust Company Relationships
 

*Benjamin F. Edwards & Co does not offer tax advice, therefore it is also important to consult with your tax professional for additional guidance tailored to your specific situation.