All of Creative Planning’s $2 billion under management were acquired through referrals. They do not invest on hunches or experiment with their clients’ money, but rather with an academic-studied process and real world markets; a proven approach to maximizing returns with as little, controlled risk as possible. They focus on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives. There is no gimmick, only focus on searching for and utilizing ‘best-in-class’ investment vehicles for every component of the client’s portfolio. For over 20 years, these strategies of success have worked for Creative Planning.
Creative is in the Top 1% of firms in assets under management that refuses to offer proprietary funds in the country. Among their clients are some of the most recognizable names in American business. They have been named one of Barron’s Top 100 Independent Financial Advisors, Worth Magazine’s Top 100 Wealth Advisors, Forbes Magazine’s Top 50, as well as other published recognitions.
Many of Creative’s clients have sought them out for investment management services, while others look to them to help them with their overall wealth management needs. As well as retirement plans, Creative offers consulting services for institutions, including foundations, charities, and businesses. Services include investment management, fund performance reviews and comparisons, investment committee oversight, and fiduciary services. They also offer financial planning, tax services, estate planning, and asset production.