Investment Management (IM)
For clients who desire comprehensive management of their investment portfolios, we offer this service which includes the following:
- Comprehensive Financial Evaluation: Evaluation of your current financial situation, including a personal balance sheet (assets and liabilities), and assessment of financial risk tolerance
- Investment Policy Statement (IPS) Creation: Development of a personalized IPS guide document which outlines the roles and responsibilities of both Maguire IM and you, description of your financial risk tolerance, investment goals, constraints, recommended strategic asset allocation (relative percentages of stocks, bonds, cash, and any alternative assets), ongoing investment portfolio monitoring and rebalancing plans
- Ongoing Portfolio Management: Discretionary management of your investment portfolio, including buying and selling of securities, rebalancing, and continuous monitoring, in accordance with your personalized IPS
- Collaboration with Legal & Tax Professionals: Coordination with your attorney and CPA for estate and tax planning needs, respectively, based upon your request
Physician Retirement Financial Blueprint (RFB)
For physicians (medical doctors and surgeons) within three years of retirement, we offer this one-time RFB service which includes the following:
- Comprehensive Financial Evaluation: Evaluation of your current financial situation, including a personal balance sheet (assets and liabilities), and assessment of financial risk tolerance
- Retirement Income Projection: Modeling to determine sustainable income and probability of success
- Asset Allocation Recommendation: Strategic asset allocation (relative percentages of stocks, bonds, cash, and any alternative assets) and specific investment recommendations based on your risk tolerance and individual financial situation
- Tax Efficiency Strategy: Recommendations to optimize tax positioning, particularly regarding taxable, tax deferred, and tax-free accounts and associated distributions
- Action Item Checklist: Summarized, actionable plan to implement our recommendations