CONSULTING

Investment and Consulting Advice:

• Our consultation advice includes the review and recommendation regarding any contract that requires a financial commitment or outlay from our clients, whether it’s a new business, joint venture, a large purchase, insurance policy, annuity contract, etc.

• We formulate portfolios and provide a comprehensive evaluation of clients’ assets to ensure diversified asset allocations, cost control, investment style and strategy implementation. We also continue to monitor your progress to add value and reduce risk.

• We assist clients with implementing and understanding the estate plans drafted by their attorneys. We also assist with family governance issues for family business succession. Where appropriate, we recommend competent professionals to assist clients with specialized legal problems, or unique accounting/tax issues. We act as a coordinator to get the work done.

• Cela Advisors coordinates with our clients’ other various advisors, such as lawyers (litigators, tax counsel, corporate counsel), accountants, pension counselors, and insurance agents.

• We understand that clients want to be involved in financial decision making and want to collaborate with us.

• Our clients want to know that we will protect their information and be discreet, but we are also completely open about what we do, how we do it, and how we get paid.