We work hard, so you don’t have to

Financial Planning Facts:

  • Wealthy and successful people make financial mistakes with the biggest being not accumulating enough capital.
  • Fiduciaries and individual investors must have a plan to avoid the common financial mistakes.
  • Individuals and fiduciaries must monitor to be successful.
  • The job of financial planning and investment management is not part-time.
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CCa Financial Planning and Advice Services

We work hard, so you don’t have to.

Whether you are an individual investor seeking wealth management and financial planning services, or a family or corporate fiduciary requiring consultative and management support of your fiduciary responsibilities, CCa can help.

We begin a long-term advisory relationship by taking a detailed look at your overall financial situation in order to:

  • Understand your goals and what is truly important to you.
  • Identify opportunities and risks particular to your circumstances.
  • Develop strategies to help you reach your goals.

Wealth Management Services

We typically address several major areas of wealth management and financial planning, including:

  • Asset Allocation
  • Implementation
  • Monitoring of Managers
  • Tax Management
  • Investment & Stock-Option Planning
  • Estate Planning
  • Cash Analysis
  • Long-Term Capital Needs
  • Risk Management
  • Charitable Giving
  • Post-Retirement Investment Strategies
  • Retirement Feasibility Analysis

Our firm’s experience is deep, broad and practical. CCa acts not only as an adviser but also as an independent fiduciary decision maker when the fund’s regular fiduciaries require additional support and management. We know — and deliver to our clients — investment "best practices".

  

Fiduciary Services

CCa is an investment advisory firm with combined Fiduciary Services expertise and experience.

We can help fiduciaries structure and monitor retirement plans, family trusts, and charitable trust investment programs, with the following services:

  • Consulting on fiduciary rules and requirements
  • Analyzing and proposing a suitable asset allocation
  • Controlling investment risk and expense
  • Measuring and evaluating investment returns
  • Analyzing nontraditional investments (such as private equity, hedge funds, real estate)
  • Instituting investment “best practices” and prudent procedures

For more information on CCa, contact us today!
Carpenter, Claydon Advisors, inc. is registered as an investment adviser with the SEC.
The firm only transacts business in states it is properly registered, or is excluded or exempted from registration requirements.