Investment Management
What To Expect
If you accept our recommendations and allow us to manage your assets or are simply seeking a dedicated investment manager to advise you on capital allocation, our analysis and experience in the investment industry can assist you in doing so.
We look at different strategies for how to better invest your assets to align them with your financial plan and goals. Whether it is the 401(k) you have been saving into for decades, assets received from an inheritance, or even maximizing the benefits of your Health Savings Account, we are more than happy to provide our professional expertise.
Our Investment Philosophy
We believe that each client should have an investment portfolio specifically designed to meet his or her needs and goals, optimize the risk-reward ratio, and minimize the associated costs. To accomplish our objective, we assess each client’s goals, investment temperament, expectations, time horizon, and general attitudes towards investing. With this information, we allocate your investable assets in the best possible position to help you reach your goals while doing so in an efficient manner. To view our Investment Philosophy in greater detail, you may do so here.
Supporting Documents
These documents are only necessary for clients who have not been through the planning process and would like to hire McIlrath | Eck strictly as investment advisers.
- Account Statements
- Investment Option Menu for Employer Retirement Plans
- FinaMetrica Risk Questionnaire
- Client beneficiary form
Responsible Investing
McIlrath | Eck is an active user of eValueator, a Biblical-based investment screening tool available for clients who would prefer to invest in firms that better align with their faith. Assuring clients that they are equity shareholders in companies that follow a similar moral compass is an essential need for many, and it is one we are pleased to offer.
What Comes Next
Finally, if you have a desire to solidify your Legacy Plan or if we believe it would be in your best interest to do so, scheduling an appointment to meet with our in-house attorney, Sam Eck, J.D. may be recommended. Having a basic understanding of the estate planning techniques that may benefit you is an invaluable experience provided by a seasoned veteran in the industry.