Kent Grealish, CFP® AIF®
1710 South Amphlett Blvd Suite 117
San Mateo, CA 94402 USA
(650) 952-5488

"A goal without a plan is just a wish.”Antoine de Saint Exupéry



FOR INDIVIDUAL INVESTORS

Customized Retirement and Investment Plans

  • Define investment objectives, the appropriate risk level and other important issues.
  • Determine if the goals are realistic given available assets, projected savings and time horizon.
  • Prepare an Investment Policy Statement: the client’s expressed wishes about the major investment policies governing how the investments are to be managed.
  • Construct the personal Investment Plan customized to the client’s unique situation.
  • Establish the Asset Allocation policy.
  • Select appropriate, cost-effective investments.
  • Identify fees, commissions and other expenses.
  • Describe and explain how the investment strategy works.
  • Evaluate current investments and determine if expenses are reasonable.
  • Assist with implementing the plan and placing orders where appropriate. Establish a routine for maintaining the plan, reviewing investment performance, rebalancing the portfolio and making necessary adjustments.

Investment Consulting Services

  • Second Opinions / Portfolio and Strategy Analysis: Troubleshooting to identify serious risks, problem areas and unnecessary costs.
  • Special Projects

GUIDANCE FOR TRUSTEES, CONSERVATORS AND OTHER FIDUCIARIES

  • Investment plans and strategies for trustees, fiduciaries, guardians, executors, conservators, endowment funds and foundations.
  • Investment strategies and recommendations to help decision-makers comply with the requirements of the Uniform Prudent Investor Act (UPIA).
  • Development of an Investment Policy Statement (IPS) that addresses the needs of all beneficiaries and documents the decision-making process.
  • Educational meetings to explain the UPIA, the IPS and investment strategy to all parties.
  • Second Opinions: review existing or proposed strategies for suitability, risks and costs.

FOR EMPLOYERS, RETIREMENT PLAN SPONSORS AND EMPLOYEE GROUPS

  • Employee counseling and education
  • Group seminars
Investment advisor representative of an investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Grealish Investment Counseling may offer investment advisory services in the state of California and other jurisdictions where exempted.