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- Investment Portfolio Management
- Asset Allocation
- Investment Manager Selection
- Third Party Managers
- Alternative Investments
- Option Strategies
- Stock Market Analysis
- Fixed Income Management
- Equity Research
- Investment Policy Statements
- Mutual Fund Strategies
For more information, please contact cshensa@monteverdegroup.com.
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- Retirement Planning
- College Planning (529 Plans)
- Goal Oriented Analysis
- Asset / Liability Management
- Asset Protection
- Risk Assessment / Management
- Retirement Distribution Planning Strategies
For more information, please contact chart@monteverdegroup.com.
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- Estate / Legacy Planning
- Wealth Transfer Strategies / Survivor Protection
- Insurance Analysis / Review
- Gifting Strategies
- Wills / Trusts / Powers
For more information, please contact jmonteverde@monteverdegroup.com.
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- Buy Sell Agreements
- Key Person Insurance
- ESOP’s
- Restrictive Agreements
- Charitable Remainder Trust (CRT)
- Family Limited Partnerships (FLP)
For more information, please contact jmonteverde@monteverdegroup.com.
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- Vendor Selection Search / Selection
- Request for Proposal
- Plan Design
- Asset / Liability Studies
- Employee Education
- Investment Policy Statement
- Fiduciary Assistance
- Tactical Third Party Manager Selection
- Asset Allocation
- Board / Pension Staff Education
- Alternative Investment Education
- Fee Recapture Study
For more information, please contact wwetzel@monteverdegroup.com.
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- IRA Distribution Planning
- Qualified Plan Distribution Planning
- Annuity Maximization
- Pension Maximization
For more information, please contact cshensa@monteverdegroup.com
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- Non Qualified Deferred Compensation
- Supplemental Executive Retirement Plans
- Group Term Carve Out Programs
- Split Dollar Plans
- Executive Long Term Care
- Supplemental Disability
- Compensation Consulting
- Financial Entitlement
- Section 162 Bonus
For more information, please contact wwetzel@monteverdegroup.com.
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- Health Insurance
- Prescription Drugs
- Group Disability Products (Short Term, Long Term, Group Term)
- Dental
- Vision
- Flexible Spending Accounts
- Mini Meds
- Human Resources Consulting
- Long Term Care
For more information, please contact gzaras@monteverdegroup.com.
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- Charitable Lead Annuity Trust (CLAT)
- Charitable Lead Trust (CLT)
- Charitable Lead Unit Trust (CLUT)
- Charitable Remainder Annuity Trust (CRAT)
- Charitable Remainder Trust (CRT)
- Charitable Remainder Unit Trust (CRUT)
For more information, please contact jmonteverde@monteverdegroup.com.
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