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Our Services
Independent Portfolio Supervision (more....)
Client-focused service covering all investment aspects of wealth management.
- Initial portfolio review for suitability given client objectives and means.
- Financial planning assistance.
- Investment education.
- Initial adjustment of overall risk level.
- Diversification improvements for better pre- and after-tax reward to risk
ratio.
- Adjustment of illiquid investments to reflect reward/flexibility tradeoff.
- Plan and cash management for income if desired.
- Tax management for better long-term after-tax returns.
- Recommendations to reduce fees and trading costs.
- Assess relationships with fund groups, money managers, custodians.
- Advise on desired investments in real estate, ventures, hedge funds, etc.
- Coordination with money managers, accountants, legal.
- Assessment of overall market levels and specific stocks and bonds.
- Regular reviews of appropriate asset allocation (conventional).
- Regular reporting of returns and key client financial welfare indices.
Custom Risk Management Enhancements (more....)
Specific assignments for better
sustained growth.
- Regular adjustment of allocation between stocks and bonds in response
to changes in client discretionary wealth based on both market action
and client cash flow. The aim is to maximize typical long-run discretionary
wealth and avoid shortfalls along the way.
- For conservative investors and institutions with large bond allocations,
custom-designed managed stock portfolio to improve diversification beyond that attainable with
typical equity funds.
- For investors and institutions with extraordinary business, career or
stock ownership risks in a single company or industry, custom-designed
managed portfolio
to better diversify without recourse to tax-disadvantaged or leveraged approaches.
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