Call Us: 1.866.273.2848 Client Login Home|Services|Investment Management Investment Management No standard portfolios; no set-it-and-forget-it allocations. Our Investment Philosophy Because your plan is unique, so is your portfolio. No two client portfolios at our firm will look exactly alike. We believe that your portfolio should be tied as closely as possible to your financial goals, and the investments within the portfolio should give you the highest probability of achieving those goals. How We Select Investments We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market conditions. Beyond diversification, we look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. We also work with some of the most recognized managers in the industry for private investment offerings, and depending on your goals and circumstances, we can provide access to select alternative investments that provide a unique complement to your publicly traded assets. Comprehensive Management Means Your Wealth Works Harder As with everything we do, we take a comprehensive approach to investment management. We tailor your portfolio to address all aspects of your financial life, so that you can be confident that all of your needs are being met from estate planning, taxes, and risk management to retirement, education, asset protection and charitable planning. Our investment professionals do more than just select investments. Our team monitors your portfolio for opportunities to add long-term value in response to changing market conditions, while preserving your ability to meet short-term needs. Simple, Transparent Fee Structure At Creative Planning, we are paid a fee based on the amount of assets we’re managing for you. This approach helps ensure our interests are aligned with yours. There are no hidden fees, commissions, or proprietary products. We grow alongside your portfolio, and we succeed when you succeed. Ready to get started? Contact Us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. Our Service Offerings We are nationally recognized for our commitment to excellence in wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products. COMPREHENSIVE WEALTH MANAGEMENT Your investments, taxes and estate—optimized to work together. LEARN MORE INVESTMENT MANAGEMENT No standard portfolios. No set-it-and-forget-it plans. LEARN MORE TAX PREP & PLANNING Smart strategies to help you keep more of what’s yours. LEARN MORE TRUSTS & ESTATE PLANNING Guiding the preservation and transfer of wealth to your loved ones. LEARN MORE FINANCIAL PLANNING Personalized recommendations to help you reach your goals. LEARN MORE RETIREMENT PLANNING A clear roadmap to support your income and desired lifestyle in retirement. LEARN MORE INSURANCE Protect your wealth, health, property, and livelihood. LEARN MORE INTERNATIONAL Helping Americans abroad navigate the financial nuances of global life and work. LEARN MORE FOR INSTITUTIONS Operations, governance, and portfolio management for endowments, foundations, charities, and other nonprofit organizations. LEARN MORE FOR BUSINESSES Managing your company’s retirement plan; conducting valuations to know its worth. LEARN MORE Book Your Free Meeting We serve clients nationwide and abroad. Set up your free, no obligation consultation today. Why not give your wealth a second look? BOOK TODAY Recent Articles Year-End Financial Planning Four Questions to Ask Your Advisor at Your Next Review Meeting Explainer Video: Asset Location Strategies The Rules of Gifting for the Season of Giving Our Services Comprehensive Wealth Management Investment Management Tax Prep and Planning Trust and Estate Planning Financial Planning Retirement Planning Insurance International For Institutions For Businesses Our Locations How We Are Different Education Contact Us Request a Meeting Client Login Press Room Careers Giving Back Peter Mallouk Media Inquiries Important Disclosure Information Privacy Policy California Privacy Notice Cookie Policy Business Continuity Statement GDPR Privacy Policy Notice Form ADV Part 2A pdf Customer Relationship Summary pdf © Copyright 2021 | Creative Planning, LLC | All Rights Reserved