Phillips & Company can help you with all of your investment needs, including:
Phillips & Company clients receive major benefits from our independent and conflict-free philosophy. We approach every client’s investment situation in a way that is as individual as the client. Phillips utilizes a multitude of independent money managers representing an even broader array of investment vehicles.
We scrutinize, then advise. Phillips & Company diligently reviews every stock opportunity before releasing it to our advisors. Our selection committee members vigorously evalate the short, intermetiate, and long-term potential of different sectors and then vote on which stocks to pursue.
CORPORATE 401(k) DESIGN and MAINTENANCE
No matter how large or small your business, Phillips & Company can create full-featured, competitive benefit plans. We’ll help you select the best plan for your company, enroll participants, and conduct participant education to help employees move toward their individual retirement goals.
We understand the dynamics unique to managing investments in a charitable world. Our team is experienced in preserving and growing intergenerational equity. We educate your trustees and staff on investment principles and provide forecasting services to help your foundation manage its growth and giving requirements.
Providing a meaningful legacy for heirs is a common goal. We believe trust and estate planning should integrate capital-markets expertise, varied investment disciplines, estate and tax planning, and the unique circumstances of your individual family.
RETIREMENT PLANNING
We offer retirement planning for both individuals and businesses, including several types of Individual Retirement Accounts (IRA). In fact, we have a dedicated Retirement Department that can work with you to establish retirement accounts and profit-sharing plans.
EDUCATIONAL PLANNING
College tuition for children and grandchildren is one of the most important expenditures your family may ever make. Fortunately, with proper planning and saving, the cost of any college could be within your reach.
CASH MANAGEMENT and LOANS
We have many tools that can help you manage finances, track activity, and achieve increased liquidity through loans and lines of credit, including access to credit for most personal, consumer, or business needs.
STOCK OPTION EXERCISE, RULE 144 and 10b5-1
Another core strength is our ability to guide clients through the often challenging process of exercising stock options. Timing, reinvestment of proceeds, tax considerations, and other factors require sound advice in this tricky financial area.