Bringing the Institutional Experience to Main Street
You need to be able to offer a full service to your clientele, and clients deserve to have the best coordination of their services possible. That is why we provide additional resources to our advisors so they can provide a higher level of service to their clients. Many clients would like a family office type of environment where they can coordinate their tax preparation and planning with their wealth management needs. This is especially true of the small business owner client. They also need tailored solutions for investments, particularly when it comes to income planning and the pre/retired investor.
PeachCap's Tax and Accounting team assist clients with minimizing their tax burden and ensuring their accounting records are accurate and up-to-date. This service is easily coordinated with in-house staff that can work with you as the advisor to ensure the client's tax and wealth management needs are properly coordinated and in sync.
PeachCap's Institutional Fixed Income team is your single source for research, investment guidance, and asset management as it relates to fixed income. Our experienced in-house team of research analysts monitor taxable and non-taxable fixed income securities. Leveraging PeachCap allows you to capitalize on a full range of fixed income opportunities, including municipal, corporate, closed-end funds, and other fixed income securities.
Designated professionals provide personalized support for you and your clients. This contact has a direct line of communication with our tax and accounting staff, traders, analysts, and Investment Policy Committee to ensure your client portfolios are driven by up-to-date reviews of tax law and real time market data and trends.
Our Story
PeachCap believes in providing an exceptional client experience for our clients and advisors. A part of this is being able to assist clients with all of their financial questions, including wealth management, taxes and accounting. To do this, we have brought together experienced teams from across different industries and focuses which coordinate to ensure that each client is getting the well-rounded advice they deserve. We believe all clients should have access to coordinated services similar to that of a family office. That means having experienced and specialized investment professionals as well as tax and accounting professionals that can meet the ever evolving needs of the typical client.
Tax & Accounting
Our seasoned tax and accounting team work with individuals, families, and small business owners to help them minimize their taxes and streamline their business's financials. They seemlessly coordinate with you as the advisor to ensure that the client is receiving well-rounded advice and a great experience by reducing the back and forth that can drive a client's frustration.
Institutional Fixed Income
The PeachCap Fixed Income team is well-versed in a broad array of fixed income securities. They also specialize in municipal securities offerings which is especially important to high income clients who need additional opportunities to reduce their taxable income. Our fixed income traders work hand-in-hand with you as the advisor to source fixed income securities tailored to each of your clients' portfolio needs. Strategies range from buy and hold bond ladders to more active managment of fixed income positions. While it may seem a bit boring from an investment perspective, we want to be your partner in providing your clients with quality fixed income positions for that portion of their portfolio.