High Net Worth Target Return Strategy

In managing the wealth of the high net worth individual or family ($3 million minimum), we will utilize a consultative process by focusing on creating a wealth management solution that is tailored to the specific needs and risk tolerance of the individual or family. The portfolio strategy incorporates any asset classes that are appropriate and may include:

The strategy involves both individual security selection as well as asset class participation through the implementation of ETFs. Building upon William F. Sharpe’s Nobel Prize winning theory that “93 - 95% of difference in return is attributable to asset selection,” we will build portfolio solutions based upon proper asset allocation. Through the use of ETFs in combination with our Large Cap Relative Value Equity portfolio, we will create portfolios that have the best opportunity to meet our clients' target return requirements with the least amount of risk. Our asset allocation methodology is designed to produce lower risk portfolios based upon downside deviation or, in other words, below target experiences.

HNW Full Description
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