Financial Planning & Consulting

Garnett Investment Strategies provides planning and consulting services which may include the following:

  • Retirement, education, estate and tax planning, and calculations
  • Legacy planning and business continuation
  • Collaboration with other advisors including CPA’s, attorneys, and others as needed on client accounts
  • 401(k) plan set-up, maintenance, termination, and proposal process

Asset Management

  • Understanding the foundational details of a client’s financial situation and identifying both short and long-term goals
  • Designing and modeling an acceptable portfolio which meets those goals
  • Implementing an investment strategy utilizing a variety of investments including
    • Institutional Mutual Fund shares
    • Exchange Traded Funds (ETF’s)
    • Separately Managed Accounts (SMA’s)
    • Individual Securities
    • Real Estate Investment Trusts (REIT’s)
    • and others
  • Monitor, review, educate, and adjust the investment portfolio as goals and objectives change

Registered Investment Adviser

  • Registered with the Nebraska Department of Banking or Securities and Exchange Commission
  • Called an Investment Adviser Representative (IAR) and may advise clients by a fixed fee, an hourly fee, or a percentage of the accounts assets
  • Required by the Investment Advisers Act of 1940, as amended, to act and serve a client’s best interest with the intent to eliminate all potential conflicts of interest
  • Promote compliance with fiduciary standards by advisors and their personnel
  • Garnett Investment Strategies is a Nebraska state registered adviser