Investment Management

What to Expect

Whether you accept our recommendations and decide to have us manage your assets after going through the Retirement Planning process or just want a dedicated investment manager to help you invest properly without creating an entire plan, McIlrath | Eck can help. We look at different strategies for how to invest your assets in order to align them with your plan and goals. Whether it is the 401(k) you have been saving into for decades, some extra cash you found under your couch cushion, or even maximizing your Health Savings Account balance while you wait for the need to use it, we are more than happy to provide our professional expertise. We strive to position your investments so that they best meet or exceed the financial goals you have made for yourself.

 Our fee structure is very competitive and straightforward. We are fee-only advisors, so there is no concern about a conflict arising between your and our interests when trading because we do not receive a commission for selling products or certain types of investments. Our fee is based on a % of the assets we manage. (Our Free). Therefore, our incentive lines up with yours and is aimed at putting your money in the best possible position to grow. When you do well, so do we. 

Throughout the investment management process, you are kept continually informed and your questions are always answered quickly and to your satisfaction! You will receive simplified, consolidated statements reflecting all your investment positions and transactions.  Because we believe transparency is critical to your peace of mind, we offer you full visibility to your accounts online.  You are also welcome to contact us at any time to discuss your investments managed by McIlrath|Eck. As an added convenience to you at the end of the year, we provide you with a 1099 tax form and a summary statement that allows you to simplify your tax return preparation. 

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What to Bring

If you have gone through the planning process first, we should have everything we need for this aspect of it. If you have not gone through the planning process or didn’t get everything requested for it in to us yet, we need:

 

  • Account Statements for the Accounts you want us to manage
  • Investment Option Menu for Employer Retirement Plans
 

  • Investment Management Agreement
    • See Forms & Docs Page
  • FinaMetrica Risk Questionnaire
    • See Forms & Docs Page 

    What Comes Next

    Once we have talked about your situation and made our recommendations, there are a couple things to know going forward. First, if you have managed money with McIlrath | Eck, you get the planning services ($850 for the initial plan, $350 for plan updates) waived. Second, we will do periodic client reviews and generate reports for the accounts we are managing and will provide account statements monthly or quarterly, depending on your preference.

    Map 

    Contact 

    Phone: 360-657-8600
    Toll-free: 888-248-5077
    Fax: 360-657-1819

    Disclosures

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    Disclaimer
    This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....

    By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of the McIlrath|Eck Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisor that takes into account all of the particular facts and circumstances of an investor’s own situation. Investing involves risk, including the loss of all or a portion of your investment. Nothing contained herein should be construed as a warranty of investment results. Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
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