top of page

Complete Portfolio Management

Before the 2008 Financial Crisis, FIDERE's portfolio models were operated in a bank brokerage.  Today, the bank no longer exists.  The Signature Five™ portfolio models have continued.  The five model portfolio strategies seek consistency across investor risk profiles, intended to fund your life goals with reduced volatility.  For more information, connect to Portfolio Advisory Services.

Values-Driven Life Planning

The 2010 release of the Life Cycle of Wealth™ book established Aaron Kolkman as a life planning leader. The Life Cycle™ advisory relationship model provides a basis for decision-making that is simple, objective, and recurring across generations. It presupposes a fiduciary standard for advisors, and requires a life-long risk management viewpoint for clients. For more information, connect to Personal Advisory Services.

Custom Risk Underwriting

Insurance services are the protection for your plans.  Independent insurance advice with a fiduciary standard makes FIDERE a unique setting for insurance strategies, needs analysis, marketplace comparisons, pre-underwriting, and policy audits. For more information, connect to Insurance Advisory Services.

Complete Business Planning

Our business advisory platform gives business owners and their families business-level advice linked to their personal financial plans. The offering continues to evolve, but includes financial and operational analysis, budgeting, forecasting, and economic modeling.  Valuations, qualified retirement plans, executive compensation, key employee retention, and succession planning are available to families with established business interests looking to maximize long-term profitability. For more information, please visit Business Advisory Services.

bottom of page