Corporations

Financial Advisors for Vermont Corporations Since 1992

Corporations face a range of complex financial challenges—from managing investments to navigating their tax requirements. Financial advisors can help them navigate these challenges and build a roadmap to meet their corporate goals.

Our team provides personalized investment guidance and comprehensive financial advice for Burlington-based businesses. We offer multiple services for corporations, including:

Employee Retirement Plans

Retirement plans are not just a compliance requirement; they can provide corporations with a competitive advantage. Well-designed plans help employees feel more secure and encourage greater loyalty.

Our team helps you design and implement retirement plans that reflect your corporate goals. We strive to make these plans:

• Cost-Effective: Helping you identify and take advantage of tax benefits
• Transparent: Giving your employees clear information about their benefits
• Secure: Prioritizing risk management to help you manage potential volatility

Investment Portfolios

Corporations and business owners in Burlington may wish to invest excess capital reserves in long-term investments. But many organizations do not have dedicated internal teams to select, review, monitor, and report on these investments.

We craft and manage business investment portfolios that align with your goals. Our goal is to understand and execute on your risk-return objectives over time using a thoughtful portfolio construction process.