Our Services

We are advocates for every client.

Our clients benefit from our independent and conflict-free philosophy. We approach every client’s investment situation in a way that is as individual as the client. Phillips & Company utilizes a multitude of independent money managers representing an even broader array of investment vehicles. We closely monitor the performance of these managers, and if benchmarks aren’t met, we make the required changes to your portfolio.

We subscribe to a ‘no surprises’ investment philosophy, and we are diligent about keeping you informed. Frequent, open client communication is integral to our process. We provide regular, understandable reports about your accounts utilizing:

• Daily online access
• Monthly consolidated statements
• Quarterly meetings