ur investment management team is experienced in working with wealthy individuals and business owners. We spend our time developing strategies for each investment asset class based on the client’s goals, objectives, time horizon and risk tolerance for each investment asset (rather than applying a rule of thumb to all of your assets). We balance the related risks and return of each traditional investment with the risk and return associated with owning businesses, real estate, hedge funds and other private equity investments. We believe this is very important due to the highly volatile and illiquid nature of some of our clients' investments outside of their traditional investment portfolio.
We use an independent platform to select investments that meet the unique needs of our clients using an institutional investment approach. This way our clients get the best thinking behind each asset class without product sales pressure.
Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)