How many times have you wondered if there is a better way to manage your investments?
Do you know what you own and how much you are being charged for fees and costs? Would you like to find an alternative to investing in opaque and arguably costly mutual funds?
Our High-Net-Worth solutions can do exactly that.
If your combined investment portfolio is at least $500,000 we consider you a High-Net-Worth investor and we will treat you accordingly.
Our team will create a unique custom portfolio designed specifically for you using individual securities*. Your statements will clearly list your investments, not a generic name such as XYZ mutual fund.
Do you have social concerns? Are there industries you prefer to avoid? We can create socially responsible and faith-based portfolios that selectively exclude companies or industries from your portfolio.
It sounds expensive. What does this cost?
We welcome the opportunity to compare costs. We are confident that you will find our fees are very competitive with typical managed mutual fund and annuity investments. Our fees are completely transparent and we will provide a complete fee disclosure with your proposal. No obligation, no up-front fee, no long-term commitments.
Three of our key partners are listed below.
Clark Capital, founded in 1986 is primarily an employee owned and independent investment firm with a broad range of investment products. As of June, 2015 the firm had $3.3 billion in managed assets. The Clark Navigator Personalized Uniform Managed Account (PUMA) offers a highly collaborative and consultative process that incorporates client-specific case design , income planning, tax management, personal benchmarks and more, and is available with a minimum investment of $500,000. Click here to visit the Clark Capital website.
Rochdale Investment Management (CNR) began over 25 years ago serving registered investment advisors, CPA's and their clients. Rochdale is now a wholly owned subsidiary of City National Bank. CNR now manages over $24 billion. CNR specializes in investment management for high-new-worth individuals, families and foundations. Each portfolio is uniquely designed for the client after considering tax sensitivity, risk tolerance and income needs. (Minimum investment $1,000,000). Click here to visit to Rochdale website.
Aris Corporation was established in 1974 by a group of Financial Advisors to provide their clients with financial solutions that were holistic and client focused. Aris offers specialized targeted strategies for clients whose goals may not fit with those of a traditionally-allocated portfolio. (Minimum investment $500,000). Click here to visit the Aris Corporation website.
Call or e-mail for more information.
* Mutual funds or Exchange Traded Funds may be used in limited situations and asset classes where we are unable to efficiently diversify.
Together we can build an investment strategy using cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.
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