Planning Is Paramount
Although significant, investments are only one part of the total wealth management process for individuals and families. There are many other interrelated aspects, and most successful people do not have either the time or the expertise to research and coordinate all of the facets of their financial affairs.
As the diagram illustrates, Calvert’s experienced personnel can serve as your “quarterback” and guide you through the maze of issues to develop comprehensive solutions based upon thorough planning. This often raises complex legal, accounting and tax concerns that require specialized analysis, and we welcome the opportunity to work with a client’s existing advisors or to introduce experts in the relevant disciplines with whom we have worked successfully in the past.
This process leads to the development and implementation of a well-diversified investment program that is fully integrated with all aspects of a comprehensive financial plan and is tailored to satisfy the specific objectives and quantitative risk tolerances of each individual client.
Trust & Custodial Services
Calvert is able to offer a variety of alternative arrangements for the custody of client assets. Currently Fidelity Investments, one of the largest investment institutions in the world, acts as our primary custodian.
To meet the growing estate planning requirements for combined trust and custodial services, we can also provide access to those capabilities through National Advisors Trust, FSB, a federally chartered trust company founded by over 100 of America’s top financial advisory firms for the exclusive benefit of their clients.
As one of the founding firms, Calvert receives no compensation or direct benefit from recommending National Advisors. Our clients now have access to high quality, low cost custodial and trust administration services through a unique advisor-owned entity, thus assuring long-term continuity in their counseling relationship.
Nobody cares how much you know until they know how much you care.”
– Theodore Roosevelt