Business Details
Your Trusted Partner for Financial Planning Solutions
Isgrig Capital Asset Management is a registered investment advisory firm dedicated to providing personalized financial solutions tailored to individual and institutional clients. Our approach focuses on helping clients achieve financial freedom through strategic wealth management, retirement planning, and qualified plan consulting. We prioritize minimizing investment risk while aligning portfolios with clients' long-term goals, utilizing globally diversified index funds and tax-efficient strategies. With over two decades of experience, we combine technical expertise in accounting and tax consulting with a commitment to client education and community service.Our services span investment advisory, cash flow management, estate planning, and business succession strategies, serving individuals, corporations, and charitable organizations. We emphasize transparency, fiduciary responsibility, and ongoing monitoring of third-party investment managers to ensure alignment with client objectives. Rooted in ethical principles and client-centric values, we strive to build lasting relationships through personalized service and measurable outcomes.
Services
Financial Planning
Wealth Management
Qualified Plan Consulting
Investment Advisory
Retirement Planning
Estate Planning
Tax Consulting
Risk Management
College Funding
Business Succession Planning
Highlights and features
- We offer personalized financial strategies tailored to individual client goals
- Our team combines CPA expertise with 20+ years of investment advisory experience
- We utilize tax-efficient, globally diversified index fund portfolios
- We provide ongoing monitoring of third-party investment managers
- We maintain fiduciary responsibility through transparent fee-only advisory services
Services
Financial Planning
Our financial planning services develop comprehensive strategies for managing income, assets, and liabilities. We address specific client needs through customized solutions covering investment advisory, cash flow management, and debt management. The process begins with analyzing individual financial circumstances to create actionable plans that align with long-term objectives while maintaining flexibility for life changes.
Wealth Management
Our wealth management approach focuses on minimizing unnecessary investment risk while preserving client lifestyle quality. We implement globally diversified index fund portfolios with tax location management to optimize returns. The strategy emphasizes controlling controllable factors like expense management and tax efficiency while monitoring third-party advisors to ensure ongoing alignment with client goals and risk tolerance levels.
Qualified Plan Consulting
We provide comprehensive consulting services for employee benefit plans and fiduciaries. Our services include plan reviews, vendor evaluations, asset allocation advice, and participant education programs. The consulting process focuses on optimizing retirement plan structures while ensuring compliance with regulatory requirements and delivering ongoing performance monitoring to maintain alignment with organizational objectives.
Retirement Planning
Our retirement planning services develop customized strategies for long-term financial security. We address college funding needs through specialized planning techniques that balance educational goals with retirement objectives. The approach considers tax implications, investment time horizons, and risk management strategies to create sustainable income solutions while maintaining flexibility for changing life circumstances.
Estate Planning
We offer comprehensive estate planning services that address wealth preservation and transfer strategies. Our approach considers tax implications, family dynamics, and charitable giving objectives. The planning process incorporates legal documentation, trust structures, and insurance solutions to ensure efficient wealth transfer while minimizing estate tax liabilities and maintaining client legacy intentions.
People
Trey R. Isgrig
Managing Member
Certified Public Accountant with over 25 years of experience in financial advisory services. Former tax consulting manager at Ernst & Young and Arthur Andersen. Specializes in investment advisory, retirement planning, and business succession strategies. Active community volunteer with leadership roles in local charities.
Questions
What services does Isgrig Capital Asset Management offer?
We provide financial planning, wealth management, qualified plan consulting, retirement planning, estate planning, and investment advisory services for individuals and businesses.
How does your wealth management approach work?
Our approach focuses on minimizing investment risk through diversified index funds, tax-efficient strategies, and ongoing monitoring of third-party managers to align with client goals.
What makes your financial planning different?
We combine CPA expertise with personalized service, emphasizing fiduciary responsibility, transparent fee structures, and comprehensive strategies tailored to individual client circumstances.
Do you work with specific client types?
We serve individuals, corporations, pension plans, trusts, estates, and charitable organizations with customized financial solutions for diverse needs.
How are investment decisions made?
We recommend third-party advisors based on performance, fees, and alignment with client goals, with ongoing monitoring to ensure continued suitability and objective alignment.
