Enhancing asset accumulation strategies for the families that employ us is a vital service that our firm provides and our investment management is specifically designed to cater to high net worth families. Our institutional investment model allows our consultants to assist each family in developing and maintaining a comprehensive and well-conceived portfolio structure. The firm's focus on high net worth families has resulted in portfolios managed for trusts, partnerships, foundations, qualified plans, and corporations as well as individual portfolios. Each portfolio is constructed and tailored to the specific and unique needs of each client or entity under the family’s care.
Asset Class Modeling Combinations of asset classes are modeled to create the proper allocation of each portfolio. Asset classes included in this analysis are domestic equities of different market capitalizations, non-U.S. equities and various fixed income asset classes.
Portfolio Manager Selection Institutional-level portfolio managers specializing in management of the various asset classes are used to manage each portfolio. Quantitative data regarding portfolio manager performance, consistency, style and risk as well as each firm’s structure, ownership, tenure and other qualitative data are presented as part of the selection process.
Income Tax Considerations Maximizing after tax returns is a critical priority for taxable portfolios. Since most of the portfolios under our care are taxable, our consultants use various techniques with a goal of maximizing after tax returns. Harvesting of losses, deferral of gains and selection of tax efficient portfolio managers are critical components of our investment process.
Ongoing Evaluation Quarterly reports are generated for each portfolio to confirm the allocation is within guidelines and to evaluate the performance of each portfolio manager and the performance of the portfolio as a whole. Performance comparisons are made both to appropriate index benchmarks and to groups of portfolio managers with similar style. Portfolio and family objectives are reconfirmed and adjustments are made as necessary.