Wealth Management Services

Given today’s volatile markets, we recommend that high net worth investors utilize a proactive approach.  We recommend that an Institutional Asset Allocation Strategy known as a “Core- Satellite” approach to portfolio management.  

The "Core-Satellite" concept recognizes the fundamental differences between index and active management and combines the best aspects of both approaches.  Using passive investments as the ”core” of the portfolio gives the investor a low cost, more tax effective and diversified portfolio, while carefully selected, lowly correlated actively managed “satellites” can complement the core by giving the potential to outperform the market.  Some of the satellite holdings include non-traded Real Estate Investment Trusts, Business Development Companies and Private Placement Equities.

This strategy can be customized for a variety of risk tolerances as well as specific client needs and preferences.  

Disclosures: 

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Sector investing is subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification.

You should consider the investment objectives, risks, charges and expenses of REITs carefully before investing. Prospectuses containing this and other important information about the REIT can be obtained through our office. Read it carefully before investing.