Filbrandt & Company (FCO) is organized around four teams of professionals who work together to serve our clients’ needs. Clients benefit from the specialized areas of financial expertise that the members of the following teams offer.
The Wealth Management Team provides comprehensive investment planning, retirement income planning, and estate planning guidance to clients. Decisions regarding investments will ultimately affect a person’s retirement income and estate transfer goals. The wealth management team strives to achieve The Filbrandt Advantage© for our clients’ investment, retirement income, and estate transfer goals.
The Investment Management Team provides discretionary asset management services. Clients benefit from having all of their university retirement accounts (403b, 457 plans) and personal accounts organized as One Unified Portfolio©. The team has specialized, in-depth knowledge of the major university retirement plan providers including TIAA-CREF, Fidelity, and Vanguard and selects the best investments from each provider to construct The Filbrandt Advantage© for clients. The FCO Investment Committee meets on a regular basis to discuss specific investment alternatives and investment strategies. Extensive knowledge of university retirement plan providers is a critical component in the analysis and decision-making process conducted by the Investment Committee. Decisions on policies, investments and strategies from the committee are implemented by the Investment Management Team.
The Client Services Team provides support for client service and administrative functions. Our group offers a turnkey experience for clients by working to facilitate communication, reduce paperwork, and provide accurate and timely information. Database management, computer technology, and workflow scheduling are priorities that enable advisers to spend more time with clients.
Our Financial Literacy Team provides financial education opportunities for clients and other users interested in financial education. On-site financial workshops are scheduled on university campuses each calendar quarter. In addition, financial webinars are scheduled throughout the year, in order to provide clients and others an additional opportunity to increase their financial awareness. Professional and credentialed, our specialists discuss topics focused on the specific needs of people in academia.
All of our teams work closely with the principals to ensure that FCO consistently meets and exceeds client service expectations. We are passionate about providing a total client experience based on trust and respect.