Trusted Investment Advisory Firm for Fiduciaries
Court Investment Services is a long-term focused, fee-based investment firm. We don’t earn commissions, charge hidden fees, sell credit cards, or pressure you into buying financial products that you or your clients don’t need, want, or understand. We put you and your clients’ interests first
Our priority is working together to help you meet your fiduciary duty to your client, while staying compliant with relevant probate codes and court directives
When to Use CIS
If you’ve recently been appointed to a new case or are interested in a second opinion, we’re happy to assist. We understand for some circumstances it may be nearly impossible to move the account away from a particular advisor or firm and that’s okay. We welcome the opportunity to assist in the hope we can earn your future, long-term business
Your Unique Situation & Goals
We begin with the type of account(s) you oversee. What are the time horizon and expected annual withdrawal or liquidity needs? Let’s build a plan and create an investment policy statement to communicate your decisions to beneficiaries. Let us do the heavy lifting and provide you with the documentation you need to protect yourself
The Go-To Firm in the Court Space
Managing multiple accounts, relationships and vendors can get complicated. We understand you want a firm with expertise, focus, and efficient communication to help you stay organized. Let us show you how we can assist and serve as your personal, court-account investing assistant
Consolidating Assets
You’ve been tasked with the responsibility of consolidating assets and accounts. This may include redirecting income streams from a structured settlement, pension, or dealing with proceeds from a life insurance claim. You may be in the middle of this process now and are beginning to discover the challenges posed by financial institutions recognizing your new authority. Sometimes it seems like crossing the Grand Canyon. On your journey, let us serve as your experienced guide, walking with you until you reach the other side
Account Types We Specialize In
- Estates
Special-needs trusts
Settlement trusts
- Conservatorships
- Guardianships
- IRAs
- Inherited IRAs
401(k)s
Family trusts
. . . and more
