Attorney, accountant, doctor, insurance agent, real estate agent, friends, family, coworkers….the list of relationships you’re juggling could go on and on. Remember when it was just you, and your ambitious dreams? Because it isn’t just you and a dream anymore, you may start to feel your financial burden is too heavy to carry all by yourself. You may realize you need a personal financial advisor to help you navigate this complex and changing world. We understand that time is valuable and trusted delegation is rare. You may enjoy running the numbers, but you want an accountability partner as a second pair of eyes to ensure you are on track. Or perhaps, you feel it is time to delegate your financial well-being, so you can spend more time with your spouse or family.
Diversifying concentrated stock
A lot of executives are carrying on an excessive amount of stealth risk–a concentrated position in their company stock. This is a common problem, and due to sale restrictions, may seem like a risk-that-must-be-born. We have some enhanced ways to diversify your stock depending on your situation, and we’d be happy to share our ideas with you. The last thing we want is for your company stock to become the next Lehman Brothers, Enron, or AIG.
More time for you and your family
You can have confidence and peace of mind from having a competent, unbiased, and trusted advisor will allow you to focus on your career, family, and future dreams. We handle tax planning, estate planning, portfolio management, charitable planning, risk management, and other financial advice, so you can be the best executives possible.
Engineering, Construction, and Manufacturing Executives
Greenville has some of the best manufacturing, construction, and engineering related businesses in the world. From automotive related companies such as Michelin, BMW, Sage Automotive and Drive Automotive to turbine and aircraft-related companies such as GE, Lockheed Martin, and Honeywell. Greenville also has great engineering, technology and construction related companies such as Fluor, Sloan Construction, and Hubbell Lighting. There are also many other companies that support these larger corporations, and small to mid-sized companies that make Greenville flourish. Our attention to detail and focus on producing the best customer experience matches the quality that these other firms produce.
Executives set the bar extremely high for their employees to follow. Intelligent Investing also sets the bar high to provide tailor-made advice to executives who may need help diversifying their company stock holdings, especially as they approach retirement. Your employer may offer you a limited number of holding choices within your 401(k) plan. We can help coordinate your “inside the firm” assets and “outside the firm” assets in a way that makes sense. Our total portfolio viewpoint helps mitigate unforeseen overlap in holdings and risk.
Financial and Banking Executives
As financial executives, you spend so much time focusing on your business and your clients, that many times your personal financial plan takes a back seat. Since behavioral finance applies to all humans, financial executives are no exception. We all need accountability and unbiased third-party advice from time to time. Intelligent Investing can help ensure your portfolio is on track to meet your long-term goals, and ensure your spouse and family are in the best shape possible, should something happen to you.