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Who We Serve
Individuals & Families
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Would you like to feel financially secure? Did you know that your investments can make you money AND make a better world? Whether it is aligning your investments with your values, sorting out a life transition, dealing with an inheritance, planning for retirement, or saving for a child’s college education, we take the time to get to know your needs and goals, establish a plan of action, and ensure that you keep on track.
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Life Goals and Needs Assessment
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Cash Flow Analysis
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Tax Planning
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Estate Planning
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Life Insurance & Long-term Care Insurance
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Investment Analysis & Recommendations
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Sustainable Investing for Socially Conscious Investors
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Plan Implementation
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Ongoing Monitoring and Annual Reviews
Companies
Is your 401k plan up-to-date? Are you considering whether to start a company retirement plan? Offering employees the opportunity to invest in a 401k or other company sponsored retirement vehicle can help attract and retain the right kind of talent to your firm, encourage a sense of loyalty and commitment, help contribute to a positive corporate culture, and improve productivity; all key factors in your company's long term success.In addition, offering sustainable &responsible investments in your company's retirement platform sends a message to your customers and the community that you are committed to being a responsible organization and that your company is a leader within your industry. We act as fiduciaries overseeing your company retirement plan. We provide due diligence reports on the plan custodian, TPA, and fund managers, and meet semi-annually for employee education and new sign-ups. It is our goal to ensure that your retirement plan is meeting the company objectives at all times.
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Plan Document Setup
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Fund Selection
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Participant Education
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Company Retirement Plan Presentation
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Electronic Payroll Deductions
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Fiduciary Oversight of Plan
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Annual Plan Review
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Fund Monitoring
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Form 5500 tax filing
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ERISA testing
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Custodian and Third Party Administrator (TPA)
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Mission-Driven Organizations
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Do you know what investments are in your non-profit portfolio? Are these investments working for or against your mission? Most endowments and foundations are established to help further a particular cause and therefore it makes perfect sense that your non-profit monies be aligned with your purpose. This can be accomplished by implementing Mission-Driven investing. Working with Blue Summit to implement a Mission-Driven investment strategy will give your non-profit the clarity and confidence to move forward with aligning investments with the mission of the organization.
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Investment Committee Education
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Create Investment Policy Statement (IPS)
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SRI Investment Selection
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Develop Proxy Voting Guidelines
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Portfolio Oversight and Quarterly Rebalancing
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Annual Review of Strategy
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Performance Monitoring and Reporting
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Community Investment Selection
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Donor Presentations