Aufman Associates takes a “big picture” approach, bringing all elements together to protect and grow overall wealth.
INVESTMENT MANAGEMENT
Market Research and Analysis
Investment Policy Development
Asset Allocation
Manager Selection and Due Diligence
Tax Managed/Maximized Net Return
Implementation, Management, Monitoring
Performance Reporting
FINANCIAL PLANNING AND COORDINATION
Tax Filing Coordination, Oversite, and Review
Estate Planning Management of Structures/Trusts, Gift Programs, Foundations
Insurance Review/Recommendation
Executive Benefit Guidance/Oversite
Cash-flow Management/Billpay Services
Strategic Planning, Special Planning Areas