Business Details
22 Years
experience
Trusted Financial Advisers in Cincinnati, OH
Isgrig Capital Asset Management has been dedicated to providing personalized investment and financial advisory services since 2004. Our approach focuses on helping clients pursue financial freedom through strategic planning, risk management, and wealth preservation. We specialize in tailored solutions for individuals, corporations, and institutions, emphasizing transparency, tax-efficient strategies, and long-term goal achievement.Our team leverages decades of combined experience in financial planning, retirement strategies, and qualified plan consulting to deliver client-centric outcomes. We prioritize measurable progress toward financial objectives while maintaining disciplined investment practices grounded in academic research and market analysis.
Services
Investment Advisory
Wealth Management
Retirement Planning
Estate Planning
Qualified Plan Consulting
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in personalized financial planning and investment advisory services.
- Our team specializes in tax-efficient, globally diversified index fund strategies to minimize risk.
- We provide transparent, fee-only advisory services with no hidden costs or commissions.
- Our wealth management process focuses on measurable progress toward client-specific financial goals.
- We maintain rigorous third-party investment manager monitoring to ensure alignment with client objectives.
Services
Investment Advisory
Our investment advisory services focus on creating diversified portfolios aligned with client risk tolerance and financial goals. We utilize low-cost index funds and tax-location strategies to optimize returns while minimizing unnecessary risks. Regular performance monitoring ensures ongoing alignment with evolving client objectives.
Wealth Management
Comprehensive wealth management addresses capital preservation, tax efficiency, and intergenerational transfer strategies. We develop customized plans that balance lifestyle needs with long-term financial security through disciplined investment approaches and periodic strategy adjustments.
Retirement Planning
Retirement planning services help clients navigate pension options, 401(k) rollovers, and income distribution strategies. We analyze Social Security optimization, required minimum distributions, and tax implications to create sustainable retirement income streams tailored to individual circumstances.
Estate Planning
Estate planning focuses on minimizing tax liabilities and ensuring smooth asset transfer to beneficiaries. Our approach includes trust structuring, charitable giving strategies, and coordination with legal professionals to implement comprehensive legacy plans.
Qualified Plan Consulting
We provide fiduciary support for employee benefit plans, including vendor evaluation, investment policy development, and compliance monitoring. Our services help plan sponsors meet ERISA requirements while optimizing retirement outcomes for employees through cost-effective, diversified solutions.
People
Trey R. Isgrig
Managing Member
Certified Public Accountant with over 25 years of experience in financial advisory services. Specializes in investment strategy, tax-efficient planning, and qualified retirement plan consulting. Former tax consultant at Ernst & Young and Arthur Andersen. Active community volunteer with leadership roles in local charities.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, retirement strategies, estate planning, college funding, and qualified plan consulting tailored to individual client needs.
How do you approach investment management?
We use globally diversified index funds with tax-location optimization, focusing on minimizing fees, taxes, and unnecessary risks while maintaining disciplined, evidence-based investment strategies.
What retirement planning options are available?
Our retirement services include pension analysis, 401(k) rollovers, Social Security optimization, required minimum distribution planning, and sustainable income strategy development for pre- and post-retirement clients.
How are investment advisors selected?
We recommend third-party advisors based on performance history, fee structure, investment methodology, and alignment with client-specific financial goals and risk tolerance parameters.
What qualified plan consulting services do you provide?
We offer retirement plan vendor evaluation, investment policy development, fiduciary training, compliance monitoring, and participant education programs for corporate retirement plan sponsors.
