Private Investment Management

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With a minimum commitment of as little as $100,000, you can have access to the same kind of money management as billionaires and pension funds. 

Private Investment Management provides access to award-winning portfolio management and a wide range of investment mandates, styles, asset classes and product platforms. 

What are the benefits of Private Investment Management?

  • Competitive, flexible fee structures which are typically lower than those of mutual funds
  • World-class investment options
  • Client and family accounts can be linked to create a clear household financial picture, reduce fees and maximize tax efficiency across multiple account types.
Private Wealth Management: $1 Million and up 
Private Wealth Management is a combination of highly personalized private banking and investment management services, including separately managed accounts and pooled funds, with access to an integrated team of financial planning, tax, and estate experts, accountants and lawyers. 

This option is available to investors with $1 million or more in financial assets to invest, who want sophisticated advice, professional management and a comprehensive view of their financial affairs

High net worth individuals enjoy an investment advantage because of their size, scale, and the expertise with which they have their money managed.  Typically, they have access to a broader range of investments – including private real estate, mortgages, and private equity, for example.  These investments serve to spread risk and enhance the performance of their portfolios.  Affluent investors also have access to specialty expertise in different types of asset classes: independent and talented money managers who are normally unavailable to individuals because of their high investment minimums. 

Fees for this service are lower as a percentage of assets under management than the fees that most retail investors would pay. 

Contact me to begin a discussion about your investment needs, and the appropriateness of private investment management for you, your family or your business. 

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