Products and Services

With a wide selection of investment, banking, lending, insurance, and alternative products and services available, we are well-positioned to help our clients meet their financial goals and objectives.

Every investor’s situation is different. That’s why we offer a wide selection of investment products to help you build a diversified portfolio and meet your investment goals. Whether your portfolio is managed professionally by us, or if you are doing it yourself, we provide access to stocks, mutual funds, exchange-traded funds, bonds, fixed income, CDs, options, futures, commodities, spreads, FOREX, and cryptocurrencies.[1]
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In today’s busy world, it makes sense to conduct your banking and investing all in one place. We work to help you build a strategy not only for investing, but for banking, saving, and other types of regular financial transactions. No matter which custodian you select, you can enjoy online management of your money, including ACH or bank wires and transfers, mobile deposits, and bill pay. Managing your assets has never been easier. Our advisory services do not end with your investments. When you need some guidance on best practices for managing other assets such as cash, checking, or bill pay services, we can help with the decision-making process. Link checking and savings accounts, or a debit Mastercard© to your investment accounts. Mobile check deposits, bill pay, and no ATM fees.[1]
Learn more about banking and lending products
When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs. Flagship clients can access a broad range of insurance choices that are important for successful estate, retirement, and life planning.[1]
Learn more about our insurance solutions
Alternative investments are supplemental investment products to traditional long-only positions in stocks, bonds, and cash. They include hedge funds, private equity, real estate, art, and numismatic products. As compared to traditional investments, alternative investments exhibit the following characteristics: lower liquidity, less regulation, lower transparency, and higher fees.[1]
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What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world. We provide comprehensive management on everything that matters to your philanthropic goals, including analysis of donor-advisor funds, identification of viable charities, and tax-efficient distribution of your donation. There is literally no other way to take care of something as important as your legacy.
Learn more about our charitable giving services
Designing a legacy that is consistent with your vision and values is a personal and complex process. Contrary to what many people think, you don’t need to be a millionaire to have an estate plan but you do need a strategy to implement it. We provide full-time, comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future. An estate plan is an important part of any ongoing financial planning process. Without the right plan, your trust probably won’t be optimized to appreciate all of its benefits.
Learn more about our trust and estate services
Search for specific services based on location. Not all services are available at all locations. For your protection, all meetings are conducted virtually unless otherwise noted.

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Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
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Fees over ten years*$

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