Services


​Barclay Breland is the front line of defense for all our client’s financial affairs. We coordinate each family’s advisors to ensure their planning and investments are consistent with their values and objectives. Our job is to increase transparency, reduce fees, increase tax efficiency and ensure all their advisors are working as an integrated team.
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For Individuals and Families:

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​COMPREHENSIVE WEALTH MANAGEMENT 
  • ​Deliver an analysis of current risk and return, asset allocation, asset location, sub-advisor performance and imbedded investment management fees
  • Create an individualized Investment Policy Statement (IPS) to provide strategic and tactical asset allocation 
  • Focus on reducing fees and improving tax efficiency and structures; we prefer direct investment in individual securities whenever possible 
  • Maintain control over clients' liquidity and tax consequences as much as possible
  • Recommend sub-advisors to implement investment strategies
  • Review and monitor your estate plan 
  • Evaluate current property, casualty and life insurance to assess personal risk or liability

PERSONAL FINANCIAL CONSULTING (non-investment related)
  • Organize short and long-term financial goals and steps needed to accomplish them
  • Create a workable household spending and saving plan - a.k.a. budget
  • Address credit issues and ways to improve your score 
  • Find ways to eliminate debt and lower expenses going forward
  • Get the big picture on your finances by knowing your net worth, debt-to-income ratio and more


​For Businesses:


​401(k) ADVISORY SERVICES
  • Act as investment manager to select, monitor and optimize the Plan's fund lineup​
  • Help employees select their 401(k) investments and provide them with one-on-one advice
  • Perform quarterly investment and Plan reviews
  • Monitor compliance with ERISA
  • Deliver much-needed peace of mind to owners, executives and employees alike