Asset management
Preserving Legacies, Maximizing Growth
We understand the delicate balance between preserving legacies
and maximizing the growth potential of assets held in trusts.
Our Asset Management for Trusts services are designed to
provide meticulous oversight and strategic investment planning, through Lincoln Investment helping to ensure that the financial well-being of beneficiaries
is safeguarded.
Key Features:
• Customized Strategies: Tailor asset management strategies
to align with the unique objectives and timelines of each trust.
• Risk Mitigation: Employ a prudent approach to risk management,
balancing potential returns with the preservation of trust assets.
• Diversification: Implement a diversified investment approach to
optimize returns and minimize exposure to market fluctuations.
• Transparent Reporting: Stay informed with transparent reporting
that outlines the performance and activities of trust assets.
• Fiduciary Guidance: Benefit from our fiduciary guidance, providing
responsible and ethical stewardship of trust assets. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Diversification does not guarantee a profit or prevent losses from occurring.
Our team of experienced financial advisors at The Faller Company is committed to navigating the complexities of trust asset management, helping ensure that the financial legacies entrusted to us are managed with diligence, care, and a focus on long-term prosperity.
Retirement Planning
Crafting Your Ideal Retirement
Prepare for a secure and fulfilling retirement with The Faller
Company’s professional guidance. Our Retirement Planning services
encompass a range of tailored strategies, catering to both
individuals and small businesses.
Crafting Your Ideal Retirement
• Customized IRA Solutions: Explore personalized IRA strategies
that align with your unique financial goals, risk tolerance, and
retirement timeline.
• Tax-Advantaged Growth: Maximize your retirement savings through
tax-efficient contributions and potential tax-deferred growth.
• Diverse Investment Options: Choose from a wide array of
investment options to diversify and optimize your IRA portfolio.
Diversification does not guarantee a profit or prevent a loss from occurring.
Small Business Retirement Plans
• Employer-Sponsored Plans: Navigate the complexities of
employer-sponsored plans, including 403(b), 401(k), 401(a),
SEPIRAs, and SIMPLE IRAs.
• Tailored Solutions: Craft retirement plans that meet the specific
needs of your small business, fostering employee loyalty and
financial well-being.
• Compliance Assistance: Ensure adherence to regulatory
requirements with our guidance, minimizing risks
associated with retirement plan management.
• Employee Education: Enhance employee understanding and
participation through educational workshops, empowering
them to make informed retirement decisions.
Whether you’re an individual seeking a personalized IRA strategy
or a small business looking to optimize employee retirement
benefits, The Faller Company is your dedicated partner in
crafting retirement plans that align with your unique
circumstances and aspirations. Help secure your financial
future with confidence and experience.
Charitable Giving and Planning
Donor-Advised Funds
Build enduring relationships with your high-net-worth clients
through our Donor-Advised Funds (DAFs) solutions. At The Faller
Company, we offer access to leading philanthropic solution
providers, allowing your clients to support the causes they care
about and leave a meaningful legacy.
Donor-advised funds may charge a fee for the services they provide. The donor can make grant recommendations to support his or her favorite charities and advise how the account assets are invested; however, the donor doesn’t have legal control over the investment.
American Endowment Foundation (AEF)
• Independent National Sponsor: Clients contribute to AEF,
benefiting from an independent national sponsor of DAFs.
• Advisory Control: Advisors can efficiently manage their clients’
charitable assets through AEF, with custody at Pershing.
• Client-Centric Portal: AEF provides a user-friendly portal for clients
to recommend grants and view fund activity history.
Our team of experienced financial advisors at The Faller Company is committed to navigating the
complexities of trust asset management, helping ensure that the financial legacies entrusted to us are managed
with diligence, care, and a focus on long-term prosperity.
