Adams O’Connell, Inc. focuses on providing cost effective investment and management services for its clients. They benefit from AOC’s experience in identifying valuable investments, managing assets, and being responsive to the individual needs of each client.
List of Services
Investment Strategy & Management
- In-house portfolio management • Investment policy development
- Asset allocation • Registered Investment Advisor selection
- Core asset class oversight
Integrated Financial Strategies
- Balance sheet analysis • Retirement planning
- Tax & income plan implementation • Financing analysis & negotiations
Client Information Management
- Annual consolidated net worth statements • Cash flow analysis
- Quarterly investment performance reports • Annual investment partnership accounting
- Annual status reports • Record keeping for personal property • Personal budgeting & forecasting
Estate & Wealth Transfer Planning
- Development of objectives • Legal and tax strategies • Action plan & implementation
- Beneficiary education & mentoring • Estate administration
Risk Management
- Property and liability insurance assessment • Medical insurance oversight
Lifestyle Enhancements
- Personal bill paying • Domestic help & payroll • Tax compliance • Property management
- Cash flow management & forecasting • Concierge services
Family Continuity/Client Education
- Family education plan • Family meeting coordination
- Philanthropic oversight
