Family Investment Center

Family Investment Center serves individuals, families, charitable organizations and businesses, advising both non‑high‑net‑worth and high‑net‑worth clients with portfolio management and comprehensive financial planning. Its planning services explicitly include tax preparation and tax planning, insurance review, asset inventories, retirement and estate plan reviews, and investment planning incorporated into an annual engagement with multiple scheduled meetings.

The firm’s investment process emphasizes fundamental security analysis and a generally long‑term orientation, using tools such as Morningstar Advisor Workstation and Nitrogen Wealth Software to evaluate mutual funds, stocks, ETFs and indices. It manages roughly $596 million across about 842 client relationships through a multi‑advisor team, provides discretionary management consistent with client objectives while limiting withdrawal authority, and commonly recommends institutional custodians such as Schwab Institutional or National Advisors Trust Company.

A noteworthy operational feature is that the firm produces client periodicals/newsletters, a form of regular written client communication that is uncommon among multi‑team firms. The firm’s leadership also maintains formal affiliations with national trust companies and the advisory team includes professionals with Enrolled Agent credentials to support tax preparation within planning engagements; ownership includes both founding family interests and employee owners.