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Services » Individuals and Families

Individuals and Families

We provide a wide range of capabilities to simplify the complexities of wealth and help you achieve your financial goals.

Our high-touch service model includes many opportunities to interact with your personal wealth counselor to discuss your particular situation and answer any questions that may arise.


Investment Counsel

Benefit from an objective third-party perspective

Our goal is to implement strategies that are well-considered and appropriate to your needs. To support this, we begin every relationship with a discovery phase that is designed to help us gain a better understanding of your situation and objectives. By discussing your goals and challenges, our seasoned wealth counselors gain a clear appreciation for who you are, your values and how they can best serve you today and into the future.

This includes understanding your risk profile and developing an Investment Policy Statement that will guide the asset allocation strategy and how your monies will be managed. Acting like your own private CFO, it also includes coordinating with your other trusted advisors to ensure we are managing your wealth in the most prudent and tax-efficient manner possible.


Financial Planning

Create a roadmap for long-term financial success

We feel financial planning is so important that we create a plan for you as part of the overall relationship – at no additional fee. This covers investment, tax, insurance, charitable giving, estate and risk management issues. Using state-of-the art tools, we analyze your current assets, liabilities and ongoing expenditures and develop a customized roadmap to keep you focused on your specific goals. We monitor your plan on a regular basis to capture any changes needed, and work with you to update it as necessary.


Portfolio Management

Follow a strategy that fits your profile

Portfolio management complements our investment counsel and financial planning services. This phase starts with assessing and building upon your current portfolio to construct an asset allocation strategy that addresses your goals and objectives and personal risk-return profile. The investment vehicles we use include a combination of stable value assets that act as a safety net for unforeseen events; income generating assets that help reduce overall volatility; growth assets that generate returns through price appreciation and dividends; and alternative investments that provide an added level of diversification.

We use an extensive set of well-known third-party data and analytic tools to continually monitor the market and the performance of different asset classes. As we track your portfolio, we will make adjustments depending on performance, and rebalance it from time-to-time to ensure we are in line with the agreed upon Investment Policy Statement and the objectives of your financial plan.


Trust Services

Entrust us to care for all your wealth management needs

Boys, Arnold Trust Company (BATC), chartered by the North Carolina Banking Commission in 2000, is an independent, wholly-owned subsidiary of Boys, Arnold & Company. Why is that important? Because it enables us to provide you with high-quality trust and estate management services, as well as investment counsel, from a single, integrated source. You can be assured of continuity of service and advice from the same advisors who help manage other aspects of your financial affairs.

BATC has the personnel, know-how and systems in place internally to act as your Executor (Co-Executor), Trustee (Co-Trustee), or Agent. As such, we can handle the daily administrative duties of managing your trust or estate – even if you are unable or unavailable to do so – and ensure that your assets are invested and ultimately distributed according to the terms of your trust or estate documents. Working in conjunction with your attorney, accountant and other suitable advisors, we address issues ranging from current income needs to the protection of assets for family inheritance. Other services include custody of assets, including assets other than securities; bill paying; trust accounting; and expedient tax reporting.

Our sole objective is to help you navigate and manage the complexities of trust and estate issues and to work with you now, and in the future, to craft and execute a plan that will meet your – and your family’s – long-term wealth management needs.