Business Details
22 Years
experience
Trusted Financial Advisers in Cincinnati | Isgrig Capital Asset Management
Isgrig Capital Asset Management has been dedicated to providing personalized investment and financial advisory services since 2004. Our approach focuses on helping clients achieve financial freedom through strategic wealth management, risk mitigation, and tailored financial planning. We specialize in serving individuals, corporations, and institutions with expertise in retirement planning, estate planning, and qualified plan consulting. Our team leverages decades of experience in tax consulting and investment management to deliver actionable insights aligned with each client's unique goals.We prioritize transparency, utilizing globally diversified index funds and tax-efficient strategies to minimize unnecessary investment risks. By maintaining a disciplined focus on factors within our control, we empower clients to pursue their aspirations with confidence. Our commitment to excellence is reflected in our rigorous third-party investment advisor selection process and ongoing performance monitoring. With a foundation built on integrity and client-centric values, we strive to be a trusted partner in navigating complex financial landscapes.
Services
Financial Planning
Wealth Management
Qualified Plan Consulting
Investment Advisory
Retirement Planning
Estate Planning
Risk Management
College Funding
Business Planning
Tax Consulting
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in financial planning and investment management.
- Our team utilizes evidence-based strategies with globally diversified index funds.
- We provide personalized third-party investment advisor selection and monitoring.
- Our CPA expertise ensures comprehensive tax-efficient financial solutions.
- We maintain a disciplined focus on controllable factors in uncertain markets.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Financial Planning
Our financial planning services develop customized strategies for managing income, assets, and liabilities. We address specific client needs through modular or comprehensive approaches covering retirement, estate, and college funding planning. The process emphasizes measurable progress toward financial goals while minimizing unnecessary risks through evidence-based investment methodologies.
Wealth Management
Wealth management focuses on optimizing investment portfolios using globally diversified index funds with tax location management. Our approach avoids speculative active management in favor of controlled capital market exposure tailored to individual risk tolerance and financial objectives. We continuously monitor third-party advisors to ensure alignment with client goals.
Qualified Plan Consulting
Qualified plan consulting services assist employee benefit plans with vendor evaluation, asset allocation, and participant education. We provide comprehensive plan reviews, investment performance monitoring, and customized retirement solutions for fiduciaries. Our expertise helps organizations implement effective retirement strategies that meet regulatory requirements and participant needs.
Tax Consulting
Tax consulting services integrate with financial planning to optimize tax efficiency across investment and estate strategies. Our CPA-led approach addresses complex tax implications for individuals and corporations, focusing on legitimate tax reduction opportunities within retirement planning, business succession, and wealth transfer frameworks.
Risk Management
Risk management services evaluate and mitigate investment uncertainties through diversified portfolios and controlled market exposure. We help clients understand their risk tolerance levels and implement strategies that balance potential returns with acceptable volatility, ensuring alignment with long-term financial objectives and lifestyle preservation.
People
Trey R. Isgrig
Managing Member
Certified Public Accountant with 20+ years of experience in financial advisory services. Former tax consulting manager at Ernst & Young, specializing in investment strategies and retirement planning. Community leader with board service at Ronald McDonald House and March of Dimes.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, estate, college funding, and business planning with customized strategies for income, asset, and liability management.
How does your wealth management approach work?
Our approach uses globally diversified index funds with tax-efficient strategies, avoiding speculative active management while focusing on controllable factors to meet long-term financial goals.
Do you work with retirement plans?
Yes, we offer qualified plan consulting services including vendor evaluation, investment monitoring, and customized retirement solutions for employee benefit plans and fiduciaries.
What makes your tax consulting services unique?
Our CPA-led tax consulting integrates with financial planning to optimize tax efficiency across investments and estates, leveraging decades of experience in complex tax strategies.
How do you select investment advisors?
We evaluate third-party advisors based on performance, fees, investment style, and alignment with client goals, ensuring ongoing monitoring to maintain strategic consistency.
What areas do you serve?
We primarily serve Cincinnati, Ohio, with financial advisory services available to U.S. residents through our registered investment advisory practice.
