Goals-Based Investment Management
Do you have a clear vision for your future? We are here to help you reach your goals through our goals-based investment management services.
Individual Investors and Trusts
Whether for yourself, your family or a trust, we will work to help define your goals, timelines and needs to design a personalized investment strategy tailored just for you.
Common goals that we help individuals and trust-owned accounts with include:
- College planning
- Retirement planning
- Estate planning to maximize legacy or charitable gifting impact
- Tax reduction
- IRA investment management
- Trust-owned accounts investment management
We also have an extended network of professionals to assist with advanced, collaborative planning, including:
- Financial planning and household budgeting / financial management
- Elder care and health advocacy in the assisted living process
- Tax planning
- Estate planning
Small Business and Non-Profit Organizations
As the owner of a small business or non-profit, you have unique goals and responsibilities for managing organizational funds. We are here to help work with your investment committee or other team members to clarify goals and needs to establish an appropriate, tax-advantaged investment strategy to help maximize your funds.
Areas we may be of help to your business or organization include providing investment management for:
- Profit-sharing plans
Led and co-founded by female advisor Susan Mullin, Nigido Mullin is designed to uniquely cater to needs that specifically affect women during the investment management process. Whether single, married, divorced or widowed, as your life changes, we are here to help navigate your investment strategy with care and precision.
As a relationship-based and service-driven firm, we take the time to carefully listen to your goals and aspirations to create an investment strategy specific to your needs. We want to be your trusted resource and partner to answer questions as they arise and to provide proactive, continuous monitoring and regular communications to help your investment plan stay on track.
Disciplined investment management. Personalized financial solutions.