Services

Services

Investment Management

Collaborative Portfolio Construction
Customized Multi-Asset Class Solutions
Proprietary Investment Models
Personalized Reporting
Risk Adjusted Benchmarking
Economic & Market Updates

Comprehensive Wealth Planning

Retirement Planning
Estate Design
Insurance Needs
Concentrated Liquidity Planning
College Savings
CPA & Attorney Collaboration
Interactive Online Portal

Advisory
Oversight

Personal CIO Services
Multi-Manager Oversight
Consolidated Reporting Across Custodians
Overlap and Concentration Analysis
Business Strategy

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@landingpointadvisors.com | 475-330-2627