SERVICES

Trust Advisory

As a Trust Advisory, Foundations Investment Group performs the role of Trustee, for an exclusive selection of trusts, whose sole focus is to adhere to and service all conditions and requirements of the Trust:

• Management of Corpus
• Gift Distribution
• Site Visits and Due Diligence of prospective recipients
• Trust Administration
• • - Legal
• • - Accounting
• • - IRS Compliance

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Investment Management

Our Investment Management division takes a holistic approach to wealth building for a select group of private investors, through the design of their Asset Plan.

Services include:
• Education
• Portfolio Analysis
• Investment Strategies
• Self-directed IRA’s
• Wealth Protection
• • - Estate Plans
• • - Business Structures
• • - Risk Management