Discovery. Analysis. Recommendations.
We begin the new client discovery process with a conversation. We are businesslike. And we ask a lot of questions.
These questions analyze each client’s financial strengths, weaknesses, blind spots and assumptions that may have been overlooked or unacknowledged.
Disciplined, systematic and goal-driven, the The Funke Group also recognize that many high net worth individuals and families have other experts they rely on for advice.
If you are one of them, we applaud you for doing so. And we welcome the opportunity to work with your other advisors to develop an integrated, comprehensive plan that measurably builds, protects and grows wealth.
There is nothing predictable about how we think and operate. Every client is exceptional. Every client expects and receives exceptional, original, personalized work
Here is a summary of the scope of our advisory capabilities:
- Strategic Wealth Planning
- Portfolio Management
- Insurance & Retirement Planning
- Business & Family Advisory Services
- Private Investment Counsel
- Tax Planning, Minimization & Deferral
- Estate, Trust & Fiduciary Advice
We manage client expectations through regular contact and carefully considered advice. We review your portfolio performance with you regularly. We issue detailed account and portfolio review statements, transaction updates and tax reports.
Discretionary Investment Management
Depending on your investment preferences and investable assets, we offer Discretionary Investment Management. This premium service lets us respond rapidly to investment opportunities as market conditions change. It is a unique account where you delegate responsibility for day-to-day investment decisions to your Portfolio Manager. We are happy to discuss this option with you.