Services
Full Service Defined
You can rest assured knowing that we have the ability to service the various aspects of your financial needs. Whether for individuals, families, foundations, endowments, retirement plans, trusts, or profit-sharing plans, we have the tools to deliver personalized planning strategies and a full range of investment solutions. Some of the products/ services noted are offered thru our subsidiaries.
Fee-Based Solutions
- Private Investment Management
- Fee-in-Lieu of Commission
- Model Portfolios
- Separate Account Managers
- Mutual Fund Wrap
- Asset Allocation Proposals
Wealth Management
- Estate/Tax Planning
- Retirement Planning
- Education Planning
- Trust Services
- Insurance
- Annuities
Securities Management
- Equities
- Options
- Fixed Income
- Initial Public Offerings
- Private Placements
Retirement Services
- Traditional/Roth IRA
- SEP/SIMPLE IRA
- Pension Consulting
- Qualified Retirement Plans
- 401(k) Solutions
Alternative Investments
- Fund of Funds
- Hedge Funds
- SPACs
A Customized Investment Solution
The Breslin Group is focused on individual client needs, investment strategy, and implementation, not on the investment vehicles that are used to achieve client goals. We believe each client deserves investment solutions to address his or her specific needs. Through our Investment Management Process, we identify the financial goals that matter the most to you and work to develop a plan that is appropriate for you as well as mindful of your tolerance for investment risk.
Your individual investment strategy may include the use of professional money managers, mutual funds, exchange-traded funds, or a combination of different solutions.
The Breslin Group will work to ensure the proper combination is established and maintained consistently with your Investment Policy Statement. You will also have the benefit of choosing between a commission-based or fee-based compensation structure for each of the accounts within your portfolio.