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How does EMERITUS INVESTMENT MANAGEMENT, INC. help clients – Key Takeaways:
As a leading financial firm, EMERITUS INVESTMENT MANAGEMENT, INC. offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a track record of success, they have become a trusted advisor for individuals, families, and businesses. Here are some key takeaways on how they help clients reach their financial objectives:
- Comprehensive financial planning: EMERITUS INVESTMENT MANAGEMENT, INC. takes a holistic approach to financial planning, taking into account a client’s current financial situation, goals, and risk tolerance. They help develop personalized strategies to help clients achieve their specific objectives.
- Investment management: With expertise in various investment vehicles, the advisors at EMERITUS INVESTMENT MANAGEMENT, INC. help clients build and maintain a well-diversified investment portfolio that aligns with their financial goals and risk tolerance.
- Estate planning: EMERITUS INVESTMENT MANAGEMENT, INC. provides estate planning services to help clients protect their assets and ensure their wealth is passed down to their heirs according to their wishes. They also assist in minimizing estate taxes and ensuring the smooth transfer of assets.
- Tax planning: The firm’s team of professionals has in-depth knowledge of tax laws and regulations, allowing them to help clients minimize their tax burden and maximize their after-tax returns.
- Retirement planning: EMERITUS INVESTMENT MANAGEMENT, INC. helps clients plan for a comfortable retirement by developing strategies to save, grow, and protect their assets.
Facts and Insights
EMERITUS INVESTMENT MANAGEMENT, INC. has been in business for over 20 years, with a track record of success in helping clients reach their financial goals. Here are some key insights about the firm:
- Assets under management: As of 2021, EMERITUS INVESTMENT MANAGEMENT, INC. has $2 billion in assets under management.
- Number of advisors: The firm has a team of 10 experienced financial advisors to serve their clients.
- Time in business: EMERITUS INVESTMENT MANAGEMENT, INC. was founded in 2000, giving them over 20 years of experience in the financial industry.
Financial Services Offered
EMERITUS INVESTMENT MANAGEMENT, INC. provides a wide range of financial services to help clients manage their wealth and reach their financial goals:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
EMERITUS INVESTMENT MANAGEMENT, INC. caters to a diverse client base, including:
- High net worth individuals
- Business owners
- Retirees
- Families
Fees & Compensation
EMERITUS INVESTMENT MANAGEMENT, INC. charges fees based on a percentage of assets under management. The firm may also charge an hourly fee for certain services, such as financial planning. All fees and compensation are fully disclosed upfront, ensuring transparency and aligning the interests of the firm with those of their clients.
Background
EMERITUS INVESTMENT MANAGEMENT, INC. was founded in 2000 by financial experts with a passion for helping individuals and businesses achieve their financial goals. They are committed to providing personalized, unbiased financial advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, EMERITUS INVESTMENT MANAGEMENT, INC. is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean record with no disciplinary actions reported by regulatory agencies.