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 reach 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, objective advice, holistic planning, and independent investment management based on an independent financial advisor’s fiduciary 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
Legal and Estate Planning
- 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 and 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 and Lending
- Mortgage, Home Equity, Lending, and Deposit Rate Consultation
- Cash Management
- Liability Management
- Securities-based Lending
Pontchartrain Investment Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
How We Do It
eMoney
eMoney is your own personal financial website that allows you to take control of your financial world. We believe this tool makes it easier to manage both your wealth and your well-being. Once complete, it allows you to organize, monitor, and collaborate with us in the most efficient manner. eMoney helps us determine where you are today and where you want to go. This gives us the resources to create a road map that leads you to highest probability of reaching your goals.
Want to know more?
Get in touch, and we’ll be happy to answer any question. There’s nothing we love more than talking with people about their finances.
Ask away.....