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Key Financial
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Financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your objectives.

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We monitor your financial plan on an ongoing basis and update your accounts nightly. Your financial information is always available to you on your own secure, private website.

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Latest News

Chief Planning Officer Eric Fuhrman Achieves Certificate in Investment Performance Measurement™

A huge congratulations to our Chief Planning Officer Eric Fuhrman on his new designation! With a young son at home and one on the way, Eric worked over the past year to achieve the Certificate in Investment Performance Measurement™ (CIPM®) designation awarded by the CFA Institute.

The CIPM exam covers ethical performance and risk based evaluation approaches to return measurement, attribution, appraisal, and investment manager selection. The curriculum is based on an advanced body of knowledge that is continuously reviewed and updated by more than 1,000 active investment practitioners around the world to ensure that it reflects the most relevant trends and the core competencies most needed by toda’s top investment employers. After a year of studying, Eric is excited to integrate this knowledge into our service platform. We are so glad to have Eric on our team, and admire his drive to never stop learning!

CIPM is a registered trademark owned by CFA Institute.