Polymath Partners Investment Office
Our Investment Office is designed to offer simple, effective solutions tailored to the financial needs of our clients. As a registered investment advisor, we provide a comprehensive suite of services that help you build and protect your wealth, while streamlining the complexities of investment management. Whether you're a business owner or an individual investor, we aim to make your financial journey seamless.
What We Offer
Flat Rate Investment Management
Our unique flat rate investment management program offers professional asset management without complexity or hidden fees. Paired with an advanced technology platform, you gain access to high-impact financial planning tools and ongoing financial coaching—all for one transparent, flat fee.
Custom Retirement Plan Solutions
We design tailored retirement plans that maximize tax savings for business owners while providing competitive benefits for employees. These solutions not only enhance your financial future but also improve employee retention, helping you grow your business sustainably.
Specialized Trust and Alternative Asset Management
For clients who have sold their businesses or hold unique assets, we offer specialized trust and alternative asset management solutions. Whether you're managing self-directed IRAs, ROBS (Rollovers as Business Startups), Deferred Sales Trusts, or other specialized vehicles, we work with qualified custodians to ensure these assets are handled with expertise and care.
