Our vision is to provide independent comprehensive financial planning and investment management.
Who We are
Who We Are
Pontchartrain Investment Management is a team of financial advisors with diverse backgrounds. Our common vision is to provide independent, comprehensive financial planning and investment management to help clients pursue their goals. With experience and expertise in retirement planning, estate planning, insurance, and investment management, our team is well positioned to provide effective insight and advice. The name Pontchartrain and our logo, the Rigolets Lighthouse, evoke a sense of family and community in our region, the same ideals that form the foundation of our work with our clients.
Our Philosophy
The important life goals of our clients deserve personal attention, professional advice, holistic planning, and independent investment management based on an independent financial advisor’s responsibility to focus on the needs of our clients and their families. We understand the importance of constructing and implementing flexible plans and strategies to match the unique goals of our clients.
Our Process
Our team spends some time getting to know you and your goals and dreams. We collaborate as a team to address your most immediate needs, construct longer term plans, and implement and monitor those plans to help you manage and preserve your wealth.
What We Do
Investment Management
Diversified and Managed Portfolios Tailored to Your Needs
Portfolio Review
Risk Assessment
Asset Allocation
Portfolio Management
Annuity Strategies
Financial Planning
Wealth Strategies Customized for You
Retirement Planning
Estate Planning
Tax Planning
Social Security and Medicare Planning
Roth Conversion Strategies
Retirement Accounts
Selecting the Appropriate Retirement Accounts to Fit your Plan
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Beneficiary IRAs
Individual 401k Plans
Retirement Accounts
Legal Counsel Coordination to Help Protect your Family
Review Legal Documents Including Wills, Trusts, and Powers of Attorney
Estate Settlement and Succession Assistance
Gifting Strategies
Charitable Planning
Beneficiary Review
Trust Services
Revocable and irrevocable personal trusts
Irrevocable life insurance trusts
Charitable remainder trusts
Trustee services
Administrative agent for individual trustees
Trust settlement
Insurance
Review your Insurance Needs to Protect you and your Family
Policy Review
Life Insurance, Long-term Care Insurance, Disability Insurance
Family & Lifestyle
Guide your Planning Decisions across Generations
Family Meetings
Education Planning
Tailored Planning to your Unique Goals and Needs
Enrich your Family's Lifestyle so you Can Enjoy your Success
Banking & Lending
Mortgage, Home Equity, Lending, and Deposit Rate Consultation
Cash Management
Liability Management
Securities-based Lending
How We Do It
Schedule A Free Consultation
If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you. We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.
