We offer our clients portfolio consultation services which are unique and highly customized. Many ultra-high-net-worth and high-net-worth individuals employ and work with multiple asset managers. In general, we work with these types of clients to assist them in understanding what each of their outside managers are doing within the context of their entire investment portfolio and how each manager’s individual decisions and asset allocations are impacting the client’s investment strategy. This service can be provided in conjunction with our in-house asset management services or not.
Additionally, we can assist clients who manage their own money – either separately, or in unison with our consultation services. In these situations, we perform a number of roles including research, recommendations, due diligence, trading, and option & hedging strategies geared specifically toward the client’s individual needs and objectives.