Client Requirements

Janiczek & Company, Ltd. offers comprehensive investment, retirement and wealth management services to financially successful clients who live in the United States.  Our threshold for new clients is investable assets of $1 million or more. If you have reached this threshold, you are not alone. At last report, 4.7 million households in America qualify for our services. Investable assets include

• Cash
• Money markets, stocks, bonds, and mutual funds
• Self-directed retirement accounts.
• Stock options
• Business ownership interests, employer retirement accounts, or real estate you plan to seel or roll over within the next 36 months.

Excluded assets include

• Personal property
• Real estate
• Investment real estate, business interests and employer retirement accounts that are expected to remain illiquid for more than 36 months.

We work with individuals and families with a wide range of knowledge and experience in money matters. We can explain as little or as much as you wish. Our intuitive “dashboards” provide you with clarity while keeping most of the complexity behind the scenes.

We’ve found that clients prefer this streamlined approach, no matter what their level of financial sophistication may be. Since many of our engagements involve spouses with different degrees of financial knowledge and interest, this approach is very effective.