Compare our advanced services to the services you receive today
| Your Current Firm |
Janiczek |
Janiczek Complete Investment Solution ™ |
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We tailor your portfolio to your needs, goals, tax exposure, risk and cash flow requirements. We readjust your portfolio as your circumstances or goals change. |
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We regularly monitor economic, technical, and fundamental investment indicators. We tactically adjust your portfolio based on our assessment of bull or bear market conditions. |
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We regularly monitor all of the holdings in your portfolio. We exercise buy, sell, or hold disciplines based on peer group rankings, portfolio manager reviews, or changes in our view of investment conditions. |
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We will strategically rebalance your portfolio. We conduct tax-loss harvesting, cash management adjustments, and other portfolio optimization techniques from time to time. |
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We distribute consolidated portfolio performance and position reports each quarter. We will also prepare them daily so you have up-to-date clarity when you need it. |
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We prepare consolidated year-end or year-to-date tax reports. We offer free meetings and support to your accountant at tax time and throughout the year to assist in optimal tax planning and compliance. |
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We prepare a quarterly Market Commentary that highlights our analysis of economic and investment conditions. This report reviews actions we have taken or are considering so that you are an informed investor. |
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Our fee-only, fiduciary, full disclosure advice is always an email, phone call, or meeting away. Unlike brokers and other commission-oriented firms, our advice is not influenced by other interests. |
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Your account trades at low institutional rates and, when available, in institutional class shares that have lower expense ratios. |
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We provide the Janiczek Model Portfolio Solution™ at no Janiczek fees. This service provides portfolio management for smaller accounts held by your family members. |
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We invest globally and in alternative asset classes. Our goal is to enhance the diversification, performance, and the risk management of your portfolio. |
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We have the ability to manage around any concentrated, low tax basis holdings you may have. |
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We can help our executive clients to fully comply with restricted insider trading rules and other regulatory requirements. |
| Your Current Firm |
Janiczek |
Janiczek Complete Wealth Solution ™ |
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All of the above items, plus…. |
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Comprehensive balance sheet and cash flow analysis to augment investment portfolio management. |
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Comprehensive retirement planning (before, during and after retirement) including our exclusive Lifestyle Protection Analysis™ and back-test, stress-test scenarios. |
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Comprehensive analysis of your finances in each of our 35 Essential Strengths™, including Strength (Green), Issue (Yellow) and Vulnerability (Red) Dashboard. |
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43-Point Tax Return review seeking to identify additional tax optimization strategies that may have been overlooked by you or previous advisors. Free consultation with your tax preparer to further optimize and coordinate tax planning. |
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23-Point Estate Plan review seeking to identify additional estate planning optimization strategies that may have been overlooked by you or previous advisors. |
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Recommendations regarding optimal distribution and utilization strategies for retirement plans, deferred compensation plans, IRAs, 401ks, etc. |
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Our exclusive Big Breakthrough Exercise™, which seeks to identify your biggest milestones, opportunities, weaknesses, vulnerabilities, distractions, complexities and strengths and advantages…and then utilize this clarity to make the greatest progress forward. |
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Analysis of asset ownership and beneficiary elections. |
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Complete Balance Sheet and Cash flow compilation. |
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Prioritized recommendations tailored to your situation. |
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All of above packaged in a consolidated Wealth Optimization Plan™ that we offer to update every two years or, when needed, at no additional fee. |
| Your Current Firm |
Janiczek |
Janiczek Complete Legacy Solution ™ |
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All of the above items, plus…. |
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Annual Family Meetings designed to facilitate and align family legacy/money mastery objectives. |
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Coaching, teaching and advising adult family members on money mastery and career development. |
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Preferred bulk family asset management pricing so all family members benefit by lowest tier pricing. |
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