With our partners we will deliver institutional-quality investing and customized wealth management solutions for high net worth individuals and families, endowments and foundations, and their advisors.
Our investment management strategy utilizes:
- third-party and proprietary investment solutions, including alternative strategies,
- a centralized, best-in-class institutional investment process;
- a disciplined, quantitative approach with robust, proprietary tools and technology;
- fully customizable, aggregated client reporting from multiple custodians.
Using our proprietary research for assessing style, performance, risk and consistency , our investment team recommends a select group of 40 managers covering all sub-asset classes within the following traditional asset classes and alternative investment strategies:
- equity (developed and emerging markets, specialty)
- debt (global/emerging markets, high-yield, tax-exempt, specialty)
- real estate (domestic, international)
- commodities
- cash
- alternatives (absolute return strategies, private equity)
Our investment and technology platform will provide an analysis framework for and integrates:
- financial planning with asset allocation,
- fundamental and quantitative manager research, selection and monitoring,
- portfolio construction, optimization and rebalancing,
- client proposal generation,
- practice management, and
- customized client reporting.
- The best attributes of the SWAAT platform will be adapted to the partner’s platform to form one advisor work flow and execution capability shared with all partners.
Our financial and estate planning services will provide clients with customized, comprehensive solutions to their planning needs across generations.
Trust and fiduciary services will be provided as part of a full service wealth advisory service.
Family office services such as tax & estate planning; budgeting & bill paying; risk management; and family philanthropy and education will be provided as the business grows and has sufficient cash flow to support these functions.