Manage your wealth efficiently to achieve your financial goals with our professionals and state of the art platform
Through multiple interviews, we understand your current and potential situations, preferences, goals, risk-aversion, experiences, expectations, family situations, insurance, financial strategies, structures, and tax status.
Only after fully understanding the financial environment and objectives, we create a comprehensive Investor Profile that will be the base of our relationship and will guide future investments.
Our financial advisors work with our investment committee, a group of professionals with vast market knowledge, in order to create the ideal portfolio to match your goals and profile. The committee looks for market strategists in various industries and geographic regions, and combines historical as well as hypothetical scenarios through the use of technology to invest in the most efficient risk/ reward portfolios for each strategy.
In order to get the best possible asset allocation and instrument selection, our committee works diligently, and attends events with various research institutions and experts in the industry, leveraging research agreements we have established our platform In order to get the best possible asset allocation and instrument selection, our committee works diligently, and attends events with the various research institutions and experts in the industry, leveraging research agreements we have established through our platform.
The end result of this process is a portfolio for each client, that is sophisticated, but easy to understand. This portfolio will have “plain vanilla” financial instruments such as Equities and Fixed Income but could also contain Alternative Investments including Private Equity, Real Estate, Structured notes, and more.
Each portfolio is under constant monitoring. Our investment committee provides investment insights into the strategy and our advisors make sure the investment allocation is in line with your goals.
We are happy to work with your current providers to coordinate strategies and maximize benefits.
As a courtesy to our clients, we put our own third party network of lawyers, brokers, CPAs, among other professionals which all have been previously vetted by our organization and have negotiated fees for our clients.
We sit beside you – not across – to find the best possible investment in each category and create your personalized financial planning strategy to match your goals with full transparency and no conflicts of interest.