Court Investment Services partners with professional fiduciaries, trustees, and trust and estate attorneys. We bring structure, clarity, and clear documentation to decisions that matter.
Our Services
We created our framework to make complex decisions easier to understand and easier to document. Each pillar answers a specific question a fiduciary should be able to ask, and expect a clear answer to.
How much could this portfolio realistically go down or up over the next 6 months?
We go beyond conservative, moderate, or aggressive. By analyzing what is actually inside the portfolio, we estimate a clearer range for how much it could rise or fall over the next six months, and stress test how it might have performed in both tough and strong markets.
Based on my age, risk tolerance, and assets, how much can I spend each month?
We use planning analytics, including Monte Carlo analysis, to help evaluate income sustainability over time, and create clearer guardrails for spending as conditions change.
How do we build a portfolio that is thoughtful, efficient, and grounded in a clear process?
Our independence allows us to evaluate a broad universe of more than 5,000 ETFs through a disciplined, unbiased process. We look for investments with strong forward-looking ratings, low costs, tax efficiency, and a clear role in the portfolio.
If a client has a large position in a single stock, what is the most prudent next step?
For individual stocks, especially large or legacy holdings, we follow a documented process of valuation, dividend history, external research, and technical analysis, giving fiduciaries a solid basis for deciding whether to hold, reduce, diversify, or use the position for income.
Becoming a Client
Sometimes we open a new account with cash and build the portfolio from the ground up. Other times, we review an existing portfolio to find clear, objective ways to make it better and easier to track.
When an account starts with cash, we build the portfolio from the beginning to fit the account’s specific needs, structure, time horizon, beneficiaries, income needs, and comfort with risk. A short questionnaire helps define acceptable downside volatility.
From there we construct the portfolio with careful attention to size, style, geography, and fixed-income structure, then stress test, monitor, and adjust as circumstances change.
When a portfolio already exists, we begin by creating a clear baseline report for the fiduciary and client, reviewing potential upside and downside, higher-risk exposures, diversification, overlap, costs, tax efficiency, and fixed-income structure.
This provides an objective, transparent, documentable starting point before any changes are made, and a framework for measuring thoughtful improvement over time.
Who We Serve
Diligent investment oversight and documentation for conservatorships, trusts, special needs trusts, guardianships, and estate-related accounts.
A structured framework for trustees seeking clarity, support, and confidence in managing others’ investments.
Investment insight informed by research, analytics, and comprehensive documentation — supporting your counsel through complex portfolio, income, and equity scenarios.
Targeted support for concentrated and highly appreciated stock, evolving income needs, tax-efficient transitions, and intricate beneficiary dynamics.
Due Diligence
From transparent fees to documented risk ranges to how a firm responded to duration risk in 2022, the right questions separate thoughtful advisors from the rest. We can answer all of them, with documentation.
Get in Touch
Given that each case possesses a unique set of circumstances, it is best that prospective clients, fiduciaries, and attorneys contact us directly to discuss services. We are happy to meet at a location convenient for you.