Investment Management

Personalized Portfolios for University Professionals

If you’re like most university professionals, you may have several investment accounts—and just as many quarterly statements—to arrange and understand. 

We know it can be difficult to manage all of these accounts as one portfolio, and the prospect of doing so may even cause worry and doubt. 

However, not managing your accounts together poses several potential risks.

Your portfolio may suffer from a lack of diversification, or you may overlook important custodians available to you in your overall portfolio. 

That’s why our investment management service includes One Unified Portfolio©: We manage all our clients’ assets and portfolio as one unit. 

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“We believe in managing every client’s portfolio as a unified portfolio.  Most people have never done that before in their life – before they start working with Filbrandt & Company.”

- Patricia J. Filbrandt, CFP®, CLU®, ChFC®

Real Time, Consolidated Account Access

We also provide a consolidated quarterly statement of all accounts (which clients can access online in real time). 

The primary benefit: Clients are able to track the overall performance of all of their accounts with one statement. Many of our clients tell us they had never experienced this before working with Filbrandt & Company.

Our investment portfolios are personalized for our clients’ unique life goals and objectives, using a combination of employer-sponsored retirement plans and (in some cases) outside vendors. 

Independent and Objective 

The objective is to provide long-term returns while reducing exposure to short-term risks, while allowing clients to keep assets in university plans. We don’t take custody of any accounts or assets, nor do we sell any investment products.

Our clients’ investments are monitored by our credentialed staff. That allows us to focus on serving professors—and lets professors focus not on portfolio management, but on their career, family, research, and the other things that are most important to them.

Let's Talk

Questions? If you’d like to speak with somebody from our team, this is where to start.