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Halbert Hargrove's Services

Individuals and Families
Portfolio Management:
  1. Risk Tolerance Analysis
  2. Objective Setting
  3. Written Investment Policy Agreement
  4. Investment Tax Analysis
  5. Strategic Asset Allocation and Implementation
  6. Monitoring, Review and Manager Replacement
Family Advisory Services:
  1. Estate Management
  2. Charitable Planning
  3. Integrated Financial Planning Services
Reporting and Account Access:
  1. Policy Review and Quarterly Reporting
  2. My Account: Internet access to personal accounts
  3. Account aggregation and consolidation
  4. Document management services
Charitable Organizations and Trusts
Through Halbert Hargrove:
  1. Written Investment Policy Agreement
  2. Stakeholder Negotiationsm
  3. Cash Flow and Residual Interest Modeling
  4. Strategic Asset Allocation and Implementation
  5. Monitoring, Review and Manager Replacement
  6. Corporate Trustee Services
  7. Policy Review and Quarterly Reporting