We work with individuals and families that are long-term, goal-oriented investors. We can manage all different types of accounts including: taxable (Individual, Joint), IRAs (Traditional, Roth, SEP, etc), Trusts, 401(k)s and 403(b)s, and charitable endowments.
Our investment advisory service is a comprehensive, personalized program, consisting of four stages:
- Defining Goals by spending time with you to carefully discuss and identify your investment objectives, time horizons, risk tolerance, pre- and post-retirement income requirements, and your financial needs, objectives, and hopes.
- Developing an Investment Plan utilizing sophisticated software to create financial and investment projections to find out where you stand; to learn what has to be done to achieve a secure, worry-free retirement and other goals; and to show you whether it appears that you can retire earlier or later than you thought.
- Implementing the Investment Plan through investment management on a discretionary basis with proprietary investment methods; analysis to identify the lowest cost, most appropriate investments; and a program that takes into consideration all of your investments to create a complete and integrated investment plan.
- Updating the Investment Plan by monitoring investment results and rebalancing portfolios for you, and having periodic meetings with you to update the plan as time passes and whenever significant financial events in your family occur.
Note: When you invest with Classic Capital, we open an account for you at Fidelity Investments, and you send your money there, not to us. You may also leave your money in your employer’s 401(k) or 403(b) retirement plan, and we’ll manage it for you there. You’ll give Classic Capital the authorization to make investment decisions for you on a discretionary basis in those accounts, but Classic Capital does not have access to your money and will not accept custody of your funds.
