Executives, Small-Business Owners & Entrepreneurs

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The advisors at Sapiat Asset Management take pride in the relationships they build with hard-working entrepreneurs, corporate executives and small-business owners through our communities.

 

Our experience allows us to offer straightforward advice that is always in the best interest of our customers. Any research we obtain comes from multiple organizations so we can compare opinions; and as a fiduciary, we owe a duty of loyalty and care to our customers.

 

Your success is our success – that’s why we manage assets to successfully reach a goal, not to chase arbitrary returns.

Corporate Executives

Corporate Executives. Real Answers to Tough Questions.

 

As you well know, time is a challenge for executives. It’s a balancing act every day, and difficult to find the time to consider your own finances and personal commitments. The pressure can really impact your brain power and productivity on the job. While some corporations provide personal financial planning and investing, it is by no means independent. Your net worth may be tied up in company stock and retirement plans. The result – you can end up heavily invested in your company with very little diversification to spread out the risk.

 

Independence.

It’s what this country was founded on. It’s also what this company was founded on. Sapiat is an independent asset management company. We are not beholden to a big parent company, so we have the freedom to select financial services and products specific to you. We are free to tap into some of the most brilliant financial minds in the world. We can help you diversify your portfolio to protect your assets and spread your risk around. You worked hard to get where you are, now we can help you build on what you have so you can spend more time working and less time stressed about your finances.

 

In addition to financial planning and trust services, we offer corporate executives the following specialized services:

Concentrated Equity Analysis and Management

Net Unrealized Appreciation (NUA) Analysis

Small-Business Owners & Entrepreneurs

Taking care of Business

 

We know what it takes to start up and operate a small business successfully. After all, we are small business owners too. As a business owner, your business is probably your most important asset. Its financial success has a huge impact on your family’s future and financial security. We are acutely aware of the financial challenges and regulatory pressures you are facing. It can be very stressful. A good financial plan can go a long way in easing some of that stress. We can design, implement and manage a financial plan for you so you can do what you do best – take care of business.

 

What can we do for you?

 

Financial Planning

  • Cash Management
  • Employee Education
  • ERISA Plan Evaluation and Design
  • Executive Plan Design
  • Key Man Plan Design
  • Succession Planning

 

Fee-Based Asset Management

  • Business Accounts

 

ERISA Plan Management

  • SEP IRA
  • SIMPLE IRA
  • 401(k) Plan
  • Pension Plan

 

Insurance Management*

  • Buy-Sell Agreement Funding

Sapiat Asset Management is not a lender or broker-dealer. Sapiat Asset Management can advise & design various plans, but execution may be referred to properly licensed third parties.