Our Services

Service Offerings
G&K Wealth Management is able to work closely with you and your trusted Godfrey & Kahn attorney to identify how we can best serve you and the investment needs of your trust. Our services have been designed to be comprehensive and disciplined, yet efficient.

Every service we provide is customized with your investment objectives and risk tolerances in mind. We have identified a few of the services that we are able to perform for your trust and welcome the opportunity to provide you further insight into these services, as well as information on other services that we offer.

• Assess your trust’s current investments.
• Design an asset allocation strategy.
• Recommend investment managers and mutual funds.
• Monitor and report on the performance of your trust’s assets.

Our services are framed around the premise that carefully constructed investment policies, adherence to investment strategies and optimizing the balance between risk and reward enhance your ability to reach the investment goals of your trust.

Flexible Arrangements
G&K Wealth Management is available to work with you on a project basis or to establish an ongoing relationship whereby we provide continual oversight and services to your trust’s investments. Through a long-term relationship, we can provide you additional services and distinct marketplace advantages, including

• oversight of your trust’s investment management, custody and trust accounting services,
• coordinated trust administrative and investment services between Godfrey & Kahn and G&K Wealth Management,
• quarterly consolidated account statements with performance measurements,
• online account access,
• potential cost savings on custody fees,
• participation in negotiated advisory and brokerage fee arrangements (reflecting economies of scale not otherwise available to an individual investor) and
• quarterly consolidated billing for investment, trust administrative and tax preparation services.