Advisory Services for Businesses


Investment Advisory Services and Insurance Advisory Services for Businesses

Below is a list of our Business Client Services. For more information, please contact Wallace Nichols at 404-348-4120.

Investment Advisory Services

Retirement Services
401(k) Plans, 403(b) Plans
“Second Opinions” of existing plans or recommendations available on a case-by-case basis
Investment Policy Statement Design
Forensic Consulting
Non-Qualified Plans
Employee and Executive Education/Planning
Private Exchange, Low-Cost Group Health Insurance Policies
Planned Giving Strategies and Implementation
Unique Manager Search and Evaluation Capabilities
Access to:
Private Account Management
Mutual Funds
ETFs
Fixed and Variable Annuities
Individual Securities
Certificates of Deposit with FDIC Insurance or other cash equivalents earning interest while “holding”
Bond alternatives
Alternative Investments
Unit Investment Trusts
Closed-End Funds