Phillips and Company provides investment and consulting services to institutions, high-net-worth families and individuals.  Clients receive major benefits from an independent and conflict-free philosophy; every client’s investment situation is approached in a way that is as individual as the client.

 As a 401(k) advisor, Phillips and Company will help your company:

• Co-manage fiduciary responsibilities
• Uncover buried costs
• Educate all employees about your 40(k) plan

Phillips and Company’s wealth management division provides long-range investment solutions to our clients in all matters of wealth management and asset growth.

Delivery of:

• Conflict-Free Environment
• Open Communication
• Dynamic Asset Allocation
• Best-of-Breed Manager Selection

In addition to corporate 401(k) design and maintenance, Phillips and Company can help create a comprehensive wealth management plan designed to work with specific investment objectives, whether it’s taking care of your family, creating a charitable trust, or sending your children or grandchildren to college. 

Services provided include:

• Retirement Planning
• Equity Strategies
• Trust/Estate Planning
• Educational Planning
• Cash Management and Loans
• Stock Options Exercises

For more information contact Pil Hwang at 1.800.572.4765.