Filbrandt & Company Team
CEO and Chairman of the Board
Client Development Executive
Director of Financial Literacy
“Everyone I work with at Filbrandt and Company is passionate about what they do, and I believe that carries through to our client experience.”
Four teams of professionals
Filbrandt & Company is comprised of four teams of professionals who work together to serve our clients’ needs. Clients benefit from the specialized areas of financial expertise that the members of these teams offer.
The Wealth Management Team provides comprehensive investment planning, retirement income planning, and estate planning guidance to clients. Decisions regarding investments will ultimately affect a person’s retirement income and estate transfer goals. The wealth management team implements our three-step Filbrandt Total Solution© for our clients’ investment, retirement income, and estate transfer goals.
The Investment Management Team provides discretionary asset management services. Clients benefit from having all of their university retirement accounts and personal accounts organized and managed as One Unified Portfolio©. The team has specialized, in-depth knowledge of the major university retirement plan providers including TIAA-CREF, Fidelity, and Vanguard.
The Client Services Team provides support for client service and administrative functions. Our group offers a turnkey experience for clients by working to facilitate communication, reduce paperwork, and provide accurate and timely information. This enables advisers to spend more time with clients.
Our Financial Literacy Team provides financial education opportunities for clients and other users. On-site financial workshops are scheduled on university campuses each calendar quarter. In addition, reports, blog posts, seminars, webinars and a library of video web classes are produced throughout the year. Professional and credentialed, our specialists discuss topics focused on the specific needs of people in academia.
All of our teams work closely with the principals to ensure that Filbrandt & Company consistently meets and exceeds client service expectations. We are passionate about providing a total client experience based on trust and respect.