COMPREHENSIVE FINANCIAL PLANNING
Do you wonder if you have enough and what’s it all for? Do you feel anxious about money, future life transitions or unsure if you’re “doing the right thing”? Our comprehensive financial planning process provides clarity and prioritization of your next steps.
We’ll audit and analyze your finances, listen to your holistic goals, and recommend an actionable investment strategy and a written financial plan. Over 12 months, we’ll implement and monitor the changes together so that you feel confident in your financial future.
Your financial plan will cover all core areas of personal finance such as cash flow and budgeting, employee benefits and stock, tax planning, debt management, insurance, estate planning, real estate, legacy planning, and investments.
We charge an up-front fee of $1,000 and monthly fee of $150 – $500 for 12 months. Monthly fees vary depending on the complexity of your situation.
INVESTMENT MANAGEMENT
Are you stressed about when is the right time to invest or overwhelmed by all the options? Do you need help keeping your investments on track?
Following the comprehensive financial plan, we create and manage diversified investment portfolios that are aligned with your personal goals and time-horizon. Additionally, we help consolidate investment accounts, optimize excess cash, and diversify from concentrated stock positions.
As an independent firm, our portfolio recommendations are proprietary and managed in-house. We do not outsource to third parties, sell funds, or collect commission so you won’t get anything you don’t need and don’t understand.
Our annual fee starts at 1.0% for the first $1 million under management and decreases for a blended rate as investment capital grows. Our minimum investment is $1 million. Investment management clients receive ongoing support and updates to their financial plan at no additional cost.
FAMILY OFFICE SERVICES
Is your family’s wealth becoming more complex—and the decisions around it harder to navigate? Are you looking for an independent voice to help evaluate portfolios, advisors, and decisions without product sales, complicated jargon, and conflicting incentives? And do you want to equip the rising generation with the financial education and wisdom they’ll need to steward the wealth well?
Ketwich Capital serves as an independent investment advisor for your Family Office and its Investment Committee. We provide objective oversight, analysis, and counsel so the family maintains a clear, coordinated view of its capital and prepares the rising generations for informed and confident ownership.
Services typically include:
Quarterly review of the family’s portfolio, asset allocation, investment strategy, performance, risks, and overall positioning
Independent evaluation of investment managers, relationships, fees, and new opportunities (including limited private-market reviews)
Preparation of consolidated investment reports and support for Investment Committee or family meetings
Assistance establishing or refining governance, roles, decision-making processes, and the family’s Investment Policy Statement
We work as a resource to the Investment Committee, bringing an objective perspective grounded in both wealth management and investment management experience.
FREE CONSULTATION
If you’re interested in becoming a client, you are welcome to schedule an initial free 30 minute consultation. We’ll discuss your needs and what we do at Ketwich Capital. Introductory meetings are held by phone or video conference via Zoom. From there, client meetings are held by phone, video conference, or in-person.