Blankinship & Foster, LLC

Our unique structure promotes the integration of financial planning with investment management and is a core feature of our integrated approach.  It also helps to ensure that your needs are addressed as promptly and efficiently as possible.

Professional Advisory Team
You will work with a team consisting of at least two of the firm’s professional staff.  These advisors are your primary contact for any and all questions related to investments and personal financial matters.  There are three primary functions performed by your team members.  Depending on the complexity of your situation, a team member may fill two roles.

The primary functions performed by your team members are:

• Relationship Manager
  Your Relationship Manager is your point person for all requests.  This advisor has the primary responsibility to ensure that your needs are being met, and that requests are taken care of in a timely manner.  The Relationship Manager is your team leader.

• Investment Manager
  Your Investment Manager is the person with the primary responsibility for the management of your investment portfolio.  This advisor handles the selection and allocation of your investments, and ensures that your portfolios are managed in accordance with your Investment Policy Statement and current Investment Committee allocations.  Your Investment Manager is the best person to contact with specific questions about your investment portfolio.

• Financial Planner
  Your Financial Planner is the person responsible for keeping abreast of the myriad of other issues which relate to the proper management of your financial affairs.  This advisor will assist you with your insurance policies, your estate plan, your progress towards your financial independence and your ability to maintain your independence once you achieve it.  Your Financial Planner is the best person to contact for issues related to non-investment financial matters.

Client Service Team
Your team of professional advisors is supported by our Client Service Team.  This team is comprised of four experienced individuals who are trained to handle all administrative and client service matters.  They are focused on delivering timely and excellent client service.  Contact our Client Service Team for issues relative to appointment scheduling, change of address, new account openings and transfers, and cash requests.