We take pride in offering our clients a highly customizable array of investment fiduciary services, including:

Fiduciary Investment Advisory

At Otley Investment Fiduciary Solutions, we engage all client relationships as a fiduciary. We are dedicated to elevating our practice through education, experience, examination and the highest standard of ethics. We have the advanced investment knowledge necessary and maintain the highest level of professional industry certifications and designations necessary to truly, fully serve our clients. Jim’s professional designations affirms that our clients are working with someone who understands investment complexities and risk, is well-versed in modern concepts of investment advice, and has the necessary education and experience to comprehend how client investment assets work together, no matter how complex they may be. Our team’s combined industry experience, dedication to fiduciary excellence, and commitment to exceptional support enable us to provide our clients the level of advice and guidance they deserve.

Fiduciary Investment Management

Our approach to investment management is to keep it simple and cost-effective. We customize solutions from a comprehensive menu of non-proprietary investment options. Our approach is focused on achieving our clients’ desired outcomes while monitoring their portfolios as dictated by their needs and risk tolerance. We offer investment advice and education, portfolio oversight, monitoring and reporting, as well as customized investment portfolio management on both a discretionary and non-discretionary basis, asset allocation modeling, and income strategies. Our custom investment management solutions are designed with independent thinking, free from any investment firm influence or bias.

Investment Education

At Otley Investment Fiduciary Solutions, we believe that our client relationships are stronger and deeper when our clients are more confident which is why we empower our clients with knowledge. Our clients are especially appreciative of the investment education we offer, in easy to understand language, providing comfort and security that their investment assets are in competent and caring hands.

Retirement Plan Fiduciary Solutions

As our ERISA Retirement Plan clients’ advocate and fiduciary investment advisor, we help assure the growth and preservation of retirement benefits for the long term. We help retirement Plan sponsors with investment decisions made solely to serve the best interest of the Plan and its valuable members, so they need not worry about where they stand financially at retirement. We follow fiduciary best practices and processes to assure that a retirement plan is not exposed to prohibited transactions or potential conflicts under the strict guidelines set forth by the Department of Labor for ERISA plans. As an independent Fiduciary Partner, we are free to collaborate with a Plan’s other partners to design a customized, non-proprietary, investment fiduciary solution at the lowest possible cost structure providing exceptional level of stewardship for the Plan and its members.

Individual Financial Planning

We help our individual clients prioritize what’s most important to them, and then develop a holistic and integrated financial plan that documents the path to achieve those goals. In addition to investments, we look at a client’s overall financial picture including liabilities, income, savings, and cash flow.

Individual Insurance Planning

Insurance is a vital part of a holistic wealth management strategy. We thoroughly vet our individual clients’ existing insurance policies to validate that they are aligned with their needs and objectives, and we provide recommendations for additional options if we believe there is a gap.