A Collaborative and Comprehensive System of Wealth Management
Let us organize your finances, so you have more time to focus on the important things in life.
Our goal is to provide families with investable assets of $1 million and above a service model and investment methodology typically available only to ultra-high net worth investors. Our approach is collaborative, utilizing an Advisory Network of outside experts including attorneys, accountants, insurance specialists, trust companies, lenders, and more.
Our proprietary PanoramaTM Process incorporates comprehensive planning, frequent communication, and sophisticated portfolio construction. Details about our unusual approach are provided below.
- Weekly emails including market commentary from Bruce Bittles, Baird's Chief Investment Strategist
- Monthly service calls
- Annual or bi-annual in-person reviews
- Foley Hillsley Group Events – annual programming that is educational, entertaining, and philanthropic
Visit www.RetiredHappy.me, the companion website for our book Winning at Retirement, for resources and news stories related to retirement.
Sophisticated Portfolio Construction
The Foley Hillsley Group seeks to protect and grow assets by combining tactical investment strategies with high levels of diversification, including the use of alternative investments such as hedge funds, managed futures, and private equity portfolios.
Foley Hillsley Group Fee Schedule
In most cases the Foley Hillsley Group applies an annual management fee (paid quarterly) for their services, as described in this schedule. Some exceptions apply, such as with accounts used to purchase initial public offerings (IPOs) and other underwritings, and in situations where a commission model is preferred by or is more advantageous for a client.
Give us a call at (610)238-6637 if you have questions about our fee schedule or about any other aspect of the Panorama Process, or to schedule an initial meeting.
(Above $15 million please inquire)
Family Wealth Organizer
This binder provides an easy way to organize your personal financial documents. It includes a Personal Information Guide, in which you record contact information for key advisors, summary of bank and other financial accounts, insurance information, and so forth. There is sleeve for your Family Profile and a “map” we provide of your various investment accounts, as well as sleeves for performance reports, bank and investment statements, estate documents and more. It serves as a handy reference guide for you, can provide backup documentation in the event of data loss (including from cyber-attacks), and is an invaluable resource for family members in the event that you are no longer around, or otherwise become unable to manage your finances.
Ideas & Advice Service
We offer the first two steps in our Process - the Discovery Meeting and the Ideas & Advice Meeting - as a way to get to know our team and gain a feel for our approach. This service allows you to “test drive” our guidance with no pressure whatsoever to move into an ongoing engagement.