Chad Halbur
President & Shareholder of Cornerstone Private Asset Trust Company
- Role
- President and Shareholder at Cornerstone Private Asset Trust Company
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Chad Halbur
I am the president and a shareholder of Cornerstone Private Asset Trust Company, an…
Experience
President and Shareholder
Cornerstone Private Asset Trust Company
Apr 2004 — Present · Sioux Falls, SD, US
As President, I manage and direct the daily operations, as well as oversee all client accounts and employees at Cornerstone Private Asset Trust Company, an independent boutique trust and retirement services firm. I work with high-net-worth individuals, as well as small to medium sized companies to create and implement wealth management investment strategies to meet their financial goals. Furthermore, I strive to create long-lasting relationships with clients by providing an extraordinary, high level of personalized service.
Skills
- Wealth Managment
- High Net Worth Individuals
- Retirement
- 401k
- Wealth Management
- Portfolio Design
- Trust Services
- Personal Finance
- Portfolio Optimization
- Retirement Plan Consulting
- Wealth Management Services
- Investment Management
- Small Business
- Asset Allocation
- Financial Advisory
- Estate Tax Planning
- Qualified Retirement Plans
- Profit Sharing
- Investment Advisory
- Strategic Financial Planning
- Trusts
- Corporate Trustee
- Investments
- Wealth
- Investment Strategies
- Securities
- Life Insurance
- Retirement Planning
- Iras
- Employee Benefits
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