Platinum Services

PLATINUM SERVICES “The New Standard in Personalized Wealth Management for Doctors”

Investment “Watch Dog” Service

  • Flexible pro-active Portfolio Management style
  • Daily Monitoring of your investments including allocation and reallocation on demand, rebalancing, trading on an institutional scale including block trading.
  • Quarterly performance statements that evaluate your investment returns
  • Totally independent advice and commission free transactions (unless you choose a commission based account)
  • Unconstrained investing style based on total return performance – including market momentum swings.

Tax Reduction Planning

  • Free consultation with your tax preparer or CPA
  • Recommendation of tax solutions, including tax advantage investments
  • Pension Plan Solutions-Trustee driven vs. Participant driven-solely benefiting the doctor-client

Asset Accumulation and Retirement Distribution Planning

  • Impact Study-Total amount of liquid capital calculated to retire at current lifestyle and not touch principal through retirement years
  • Annual Review and Progress report provided to keep you up to date on the following:
    • Investment returns
    • Updated living trusts
    • Updated beneficiaries
    • If incorporated-Corporate Minutes
    • Pension Plan Census update

Family Wealth Enhancement and Planning

  • Analysis of your current estate plan and goals
  • Free consultation with online legal services
  • Assistance in transferring assets to your Living Trust or other trusts
  • Guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services and Communications

  • Direct contact with the Wilshire-Pennington investment team at 1-800-264-5815
  • Managing partner is available anytime, anyplace, anywhere by cell phone 405-627-8612
  • Hands on service with the investment team
  • Annual open house to meet vendors and other doctor-clients

Technology Services

  • Customized quarterly statements
  • Personalized web page with security for advisor-client communications
  • All information scanned and backed up off site
  • Paperless scanned documents that are available to the doctor-client at anytime

Transparency Compliance

  • Receive all trading transactions including monthly statements directly from TD Ameritrade
  • Quarterly statements from Black Diamond that show fees and transactions
  • Online access for account performance on a Real Time basis directly with TD Ameritrade
  • Our office has an open door policy to all clients and prospects
  • Fees are calculated by a third party source-viewed by our office and an outside consultant to verify accuracy of deductions.