Our advisors and Private Client Managers, work closely with a team of legal, accounting and financial professionals to develop a tailored investment strategy for each Private Client.
We examine your investment objectives and goals, liquidity needs, growth expectations, tolerance for risk, income requirements, investment time horizon, anticipated changes in lifestyle, tax considerations, and economic variables such as inflation and market volatility.
Your custom portfolio is designed to achieve multiple objectives:
- Maximize return for risk taken;
- Reduce risk through global and asset class diversification, using multiple investment managers;
- Enhance risk-adjusted returns through systematic rebalancing;
- Utilize appropriate tax planning strategies to minimize overall family tax liability on investments.
These objectives will be reflected in the Investment Policy Statement, a portfolio 'blueprint' that is unique to your financial circumstances and is based upon a full review of your investor profile.