Investor Needs
The investment objectives of successful institutions and affluent investors are the same as those of the wealth-seeking investor:
Preserve Capital Tax Minimization Liquidity Income Growth
Yet... The Wealthy Invest Differently
The world’s most successful institutions and affluent investors have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.
The Wealthy Invest Differently. We understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.
We are committed to the preserving the wealth of our clients and are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.
Individual Strategy
When done properly, an investor’s allocation of assets will reflect their desired goals, priorities, investment preferences and tolerance for risk. This is an individualized strategy, built on the careful consideration of the key elements of their financial profile:
Investment Objectives: What it is the investor hopes to achieve using his investment dollars – improve current lifestyle; achieve capital growth; fund a specific goal, such as a university education
Risk Tolerance: This reflects the investor’s comfort level with market fluctuations that can result in losses. Inflation risk and interest risk need to be considered as well.
Investment Preferences: An investor may prefer one asset class over another based on a certain bias or interest towards the characteristics of that class.
Time Horizon: The length of time an investor is willing to commit to achieving his objectives.
Taxation: Investing in a mix of asset classes will have varying tax consequences.
An Evolving Strategy
A sound investment strategy includes periodic reviews.
About the only certainty when it comes to the financial markets is that they will change, and so will your financial situation. Through market gains and losses, a portfolio can become unbalanced and it may be important to make adjustments to your allocation. As people move through life’s stages their needs, preferences, priorities and risk tolerance change and so too must their investment strategy.
Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.
Learn more about our investment strategies by contacting us today.