Businesses

Planning for Your Success & the Success of Your Employees

Our retirement planning solutions serve businesses with the same holistic and impartial approach that guides all aspects of KCG Investment Advisory.

The Secret to Getting Ahead Is Getting Started. Mark Twain

Let’s get started today.

The Road to A Smooth Retirement

KCG Investment Advisory Services has the strategic alliances and resources you need to make the road to retirement for you and your team members as smooth as possible. 

Business Planning

When KCG Investment Advisory develops investment strategies for businesses, foundations and endowments, we look past short-term turbulence and market fluctuations to identify investments with attractive risk/reward characteristics.

We offer comprehensive investment services to address your business’s financial and portfolio management needs. Some of our business clients hire us to provide end-to-end solutions. Alternatively, some of our clients may prefer to hand-pick services on an a la carte basis.

Either way, we are here to help oversee the complex process of managing wealth by providing the processes, team and proactive advice necessary to do so.