Investment and Portfolio Management Services

Investment management services involve creating, monitoring and adjusting investment portfolios to align with your financial goals and investment risk tolerance. We evaluate public and private markets and provide ongoing portfolio management oversight to help make certain your investments remain diversified and aligned with your long-term wealth goals.

You might benefit from investment management services if you want professional portfolio management or face complex financial needs. It can also help you integrate your investments with tax and estate planning strategies. Investment management can be a great fit for any investor saving for retirement, building wealth or preserving capital for future generations.

Absolutely. We recognize that many clients have holdings they want to retain. Your dedicated wealth manager will review your existing holdings as part of your overall financial plan and thoughtfully integrate them into your customized portfolio. We’ll provide guidance on how best to transition or retain those positions, recommending any adjustments only if they better serve your cash flow needs, tax considerations or investment risk tolerance. Our comprehensive process ensures your current investments are part of a seamless, planning-first approach designed around your unique objectives.

Alternative investments, like private equity and real estate investment, can help you diversify beyond traditional stocks and bonds. These opportunities often provide access to new sources of growth, income and investment risk management. Our asset managers integrate alternative investments carefully to ensure they complement the core holdings within your overall investment strategy — not replace them.

Unlike firms focused only on investments, Creative Planning integrates investment management services into a broader framework of tax, estate and financial planning. Our fiduciary model means our investment managers act solely in your best interests. We don’t earn commissions on products. Our planning-first approach, combined with personalized investment portfolios and in-house strategists, sets us apart from other financial services providers.