Brookfield Asset Management – PillarWM
Whether or not you’re familiar with the way the markets work, it’s always beneficial to have a qualified financial professional or an experienced asset management company like Brookfield Asset Management guide you through the process of managing your wealth and assets. Families and individuals with multiple high-value assets are in great need of expert advice to safeguard their wealth and use it to create more income. If you have liquid investable assets worth $5+ million and are looking for expert financial guidance, you should request our book, 7 Secrets to High Net Worth Investment Management, Estate, Tax, and Financial Planning, which was written particularly for families with $5 million to $500 million worth of liquid assets.
STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
Asset management companies are not only money management firms or companies that can help you manage your assets. Specifically, wealth management firms are adept at managing the investment portfolios of affluent investors who have numerous assets spread across multiple accounts. At Pillar Wealth Management, we offer a range of financial and wealth management services to individuals with $5 million to $500 million worth of investable assets. Speak to one of our team members to find out how we can manage your investment portfolio.
Table of Contents
Brookfield Financial Company
Brookfield Asset Management is one of the top global alternative asset managers with assets under management worth more than $600 billion across credit, private equity, renewable power, infrastructure, and real estate. The goal of the firm is to generate appealing long-term returns that have been adjusted for risks for the advantage of their shareholders and clients.
Brookfield Asset Management manages a number of private and public investment services and products for retail and institutional clients. Through this, they generate asset management income and align their interests with their clients through investing for them.
The firm has an incredibly robust balance sheet, with nearly $59 billion of capital invested, mainly in its listed affiliates – Brookfield Infrastructure Partners, Brookfield Property Partners, Brookfield Business Partners, along with Brookfield Renewable Partners. The availability of large-scale capital allows Brookfield Asset Management to invest in substantial premier businesses and assets across asset categories and geographies.
How Brookfield Asset Management Creates Value for Shareholders
Brookfield Asset Management creates value for its shareholders in three ways:
• Asset Management – The firm invests both its own and the investor’s capital. This allows the firm to grow the scale of its operations and increase its financial returns by performance-based income and base management fees.
• As a Capital Allocator and Investor – Brookfield Asset Management strives to invest at appealing valuations, especially in value-oriented situations that generate opportunities for excellent cash flow returns and valuation gains, or by monetizing businesses or assets at the right time to realize returns.
• As an Owner-Operator – The firm continuously works to boost the value of the business or assets within its businesses. These businesses produce cash flows through their development capabilities, effective financing, and operating expertise.
What Do Investment Firms Do?
You might have spent several years managing your investments without any help. Nevertheless, every investor reaches a point where they require assistance on some issue related to investments. This is where an investment firm comes in.
The experts at an investment firm specialize in investing their clients’ money and offer advice related to buying and selling securities. They keep track of market movements and help their clients choose the best category of investments, from low-risk and low-return government bonds to high-risk and high-return stocks.
The investment managers at an investment firm typically have a fiduciary duty to prioritize their clients’ financial interests rather than their own. This means they are well-equipped to help wealthy investors manage their investments.
In a nutshell, the ultimate goal of any investment company, such as Pillar Wealth Management, is to generate the returns their clients want by maintaining an appropriate degree of risk. Investment firms attain their goal by formulating holistic investment portfolios for their clients and develop new investment possibilities that would perhaps not be available. Schedule a free meeting with us to find out how we can develop the right investment portfolio for you.
The Key Roles of Investment Firms
Here are some of the key roles of an investment management firm.
1. Determining Clients’ Risk Tolerance and Financial Targets
Investment management firms need essential information, including the principal the client wishes to invest, along with their risk tolerance, financial goals, and the timeframe within which they wish to achieve their desired level of returns.
2. Track Potential Investment Products
There are numerous investment products available to affluent individuals. These range from mutual funds and real estate to shares in new firms with unpredictable futures and tax-free municipal bonds. Therefore, an investment company should have complete knowledge about the numerous available investment options and determine the risks and returns associated with all of them.
3. Devise Holistic Investment Strategies
Each client should have a portfolio that aligns with their personal and financial goals. A diversified portfolio with investments made in numerous asset classes reduces risk. For more details about portfolio management and strategies to lower risk, make sure to order a free copy of our book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies for Families Worth $25 Million to $500 Million.
4. Make Investments in Financial Products
Once an investment firm develops a holistic investment plan that the client agrees to, the company will then invest their client’s wealth in a number of financial products. There are numerous financial strategies and instruments that an investment firm uses, offering investors exposure to various degrees of risk. If you want to know more about how you can improve your portfolio’s performance, read our special guide – Improving Portfolio Performance.
Benefits of Working with an Investment Firm
Choosing to work with investment companies rather than manage your investment portfolio on your own is a huge decision. Not everyone wants an ongoing relationship with an investment manager. However, many investors, especially those with a high or ultra-high net worth, will benefit from working with an investment firm.
If you also feel unsure about hiring an investment firm, here are some benefits that will help you make up your mind.
1. Attain More Information Regarding Investing Opportunities
As a high net worth or an ultra-high net worth investor, you may want to grow your investment portfolio by investing in additional financial products. For this, you can either invest more in the assets you already own, or you can invest in entirely new products. Even though the second option can help generate higher returns, it can expose you to a greater level of risk. Hence, by investing recklessly in unfamiliar or new markets, you can take up an unnecessarily high level of risk.
Fortunately, an investment management firm can guide you about investing in new products. The advisors at such a firm spend plenty of time learning about the various financial markets and studying their movements. This makes them experts in providing investment-related advice. The best investment firm can help you choose the right investments to safely improve and grow your portfolio. Peruse our handy guide here to learn more about some effective portfolio growth strategies.
2. Get Assistance with Asset Allocation
Asset allocation is undoubtedly one of the best investment strategies that develop the right balance between risks and returns. Sadly, this isn’t something you can learn on your own, and undertaking asset allocation without any professional help can put you at risk of losing a considerable amount of your wealth.
Investment firms that know about high-value investment products and understand the objectives of affluent families and individuals can help you enhance your portfolio to achieve the highest possible returns. The right asset allocation helps you work towards your financial targets and even safeguards your money from market risk and volatile trends.
3. Reduce Your Tax Bill
Perhaps the sole drawback of receiving high investment gains are the exorbitant tax bills that accompany it. The stocks you might have invested in might have generated excellent gains over time, but they might also have resulted in a considerable tax bill. Since investment gains cannot be separated from taxes, a well-planned and holistic tax planning strategy can save you hundreds of dollars each year.
An investment firm can assist you with tax planning. The advisors at the firm will meticulously go through each detail of your investment choices, including their effect on your tax burden. Consequently, they might shift your investments around to effectively reduce the money you have to pay Uncle Sam.
At Pillar Wealth Management, we use tax-loss harvesting strategies where we use investment losses to offset some of the gains to lower your tax liability. If you wish to invest $5 million or higher, request a free copy of our new book, 7 Secrets to High Net Worth Investment Management, Estate, Tax, and Financial Planning to know how you can successfully reduce your tax bill.
PillarWM Wealth Management Firm
Wealth management firms can help you accomplish your long- and short-term financial goals. Therefore, affluent families and individuals can benefit from hiring a wealth advisor and utilizing their wealth management services.
Here are some reasons why you should choose Pillar Wealth Management to grow and secure your wealth.
1. Experience Level
Experience is key when assessing the credibility of a financial institution and financial managers, as this is the main factor that helps them understand what affluent investors actually want. At Pillar Wealth Management, we have a collective experience of more than six decades in helping high net worth and ultra-high net worth clients accomplish their financial and investment goals. Our vast experience has helped us expand our knowledge base and enhance the services we offer. Click here to speak to one of our experienced wealth managers today!
2. Tailored Investment Plans
We provide all our clients with tailored investment plans that align with their unique goals. This is quite different from investment advisors who use a one-size-fits-all investment approach for all their clients, regardless of their financial circumstances and requirements.
We know how important it is to evaluate each client individually and provide tailored solutions to help them accomplish their goals.
3. Combined Passive and Active Investment Management
A lot of financial firms focus more on active investment management, which involves purchasing and selling numerous assets and investments within a year.
While active investment management can result in high gains, it also comes with high risks, fees, taxes, and transaction costs. Alternatively, passive money management aims to create an investment portfolio based on the market index and focus on long-term profits while minimizing risks. This results in reduced taxes and fees. Speak to our team to get more information about the difference between the two investment management styles.
At Pillar Wealth Management, our goal is to perfectly balance active and passive investment strategies so that our clients can enjoy high profits while incurring the lowest possible costs.
4. Range of Services
We offer a vast array of services to investment firms. These include services related to estate and legacy planning, balance sheet optimization, wealth transfer, asset allocation, and cash flow planning. All these services play a huge role in helping you move towards your financial goals.
When you use our investment management services alongside our wealth management services, you can accomplish goals like supporting charitable entities of your choice, spending stress-free retirements, and leaving a huge inheritance for your children and grandchildren. Visit our website to register for a free exclusive meeting and start benefiting from our wealth, investment, and financial management services today!
- Motley Fool Wealth Management – Investors of all backgrounds are constantly striving to build and protect their wealth with each passing minute…
- Lazard Asset Management – Experienced investors usually possess large portfolios that contain a wide range of assets…
- Edmond de Rothschild wealth management – Investors have the potential to grow their wealth considerably by making the right investment choices…
- Blackrock Investments – Investors across the nation need assistance with their portfolios at certain times. Some may require guidance on expanding their portfolio…