An Investment Strategy Centered on You
Your investment strategy should be designed around how it helps you achieve your goals, both now and in the future. It shouldn't be an end in itself—it's a means to an end, which we can help define.
Our outcome-based asset allocation process revolves around understanding your goals and determining how to construct a portfolio that helps you achieve them.
Through a series of discussions, we can help you clarify your wealth objectives and explain—in simple English—the strengths and weaknesses of the different strategies available to achieve them. Once we decide on the path you're comfortable with, we'll document our understanding in an investment policy statement.
Talk to one of our trusted wealth advisors to learn more about the ideas and beliefs that guide our portfolio design and how we can help build or assess yours.
Benefit Plan Consulting
BKD's Benefit Plan Consulting practice provides plan design, implementation, compliance testing and administration, government filing, record-keeper searches, investment consulting and employee education services to retirement plan sponsors.
Read MoreEstate Planning
A well-crafted estate plan is made up of two interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect. BKD works with you and your legal counsel to develop a plan that considers the many aspects of your circumstances.
Read MoreFinancial & Retirement Planning
Your financial plan should be unique to your situation—there are no off-the-shelf solutions. Using your goals as our guide, we can help you create and maintain a solid financial plan that allows you to spend more time focusing on what’s most important.
Read MoreTransaction Services
You know your business inside and out and understand its needs better than anyone. BKD's dedicated team of trusted advisors can help identify and quantify the issues you could encounter in your next major transaction.
Read MoreWealth Management
BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.
Read More
