Our Services

The Warner Companies Sports Management considers financial management to be one of the most important services to which an agent can offer access. It is important for you to feel comfortable with the way your money is being managed so you can concentrate on playing without distractions.

The Warner Companies Sports Management’s philosophy is that you and your financial advisors should devote significant time and resources to the due diligence of managing your financial needs. This involves performing a comprehensive analysis of your exposures and goals and consolidating all aspects of your financial life into one coordinated plan.

Investment Management Consulting Services

With the numerous choices in the marketplace today, the importance of a coordinated investment program is paramount. The Warner Companies Sports Management believes that your financial advisors should emphasize education on investment matters so that you can build a knowledge base that will increase your trust and confidence level in this important area.

Specific services should include:

• Customized Plan Design
• Portfolio Analysis
• Risk Analysis
• Advice based on your specific financial goals, risk tolerance and time horizon
• Periodic review of performance against objectives
• Quarterly integrated reports of all assets
• Easy-to-use, web-based technology to view and manage all financial accounts

Web-based Wealth Management Platform

We can provide access to a revolutionary new Wealth Management Solution, an easy-to-use, web-based comprehensive financial planning and account aggregation platform. Essentially, it is a single secure access point for all of your finances, that will allow you to securely view all of your:

• Financial Accounts
• Tax and Legal Documents
• Insurance Coverages
• Strategic Plans
• Specific Goals