Investing Guide for Companies

When you own millions worth of liquid investable assets, there’s no simple way to build your wealth sustainably while securing your assets simultaneously. For instance, it isn’t easy to find a person you trust enough to talk about your financial needs with and then permit them to take part in the decision-making process. In case you do find a trustworthy professional, you might find it challenging to find someone with the right set of experience and skills who can adequately align your investment plans with your personal aspirations and secure your interest. However, to do it on your own is even more challenging and dangerous. This is why you need to hire one of the best investing companies to preserve your wealth and accomplish your goals. For those of you aiming to invest $5 million to $500 million, we highly recommend you request a copy of our in-depth book, 7 Secrets to High-Net-Worth Investment Management, Estate, Tax, and Financial Planning and learn more about how to make the right investment choices.

STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION

7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning

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.

CLICK HERE to qualify for your FREE COPY of this Book

At Pillar Wealth Management, we have been providing various wealth management, financial advisory, and financial planning services, including portfolio and investment management. Our financial advisors have been offering exclusive services to clients with $5 million to $500 million for over sixty years now. Our vast experience, along with our expertise and skills, helps us draft sophisticated investment strategies and plans that best meet our client’s requirements while also reducing costs and risks. We use market data that goes back almost a hundred years to test our investment portfolios in various situations and enhance them accordingly. Schedule a free meeting with our team and get started on your journey to financial security and stability.

Table of Contents
What Does Investing Companies Do? What Are Investing Companies Services? Is It Worth Hiring Investing Companies? How to Select an Investing Company? Why Choose Pillar Wealth Management?

What Does Investing Companies Do?

An investing company is a financial institution that caters to affluent individuals and assists them in investing and managing their wealth. While this looks pretty straightforward and easy, there’s plenty of other things that these companies have to do to make sure that their client’s financial goals are successfully attained.

Before investing, they hold detailed discussions with their client to find out how much they are willing to invest, the goals they wish to achieve, their time horizons and risk profile, etc.

Based on the information they receive, investing companies conduct extensive research to determine which investments will be most suitable for their clients. They also study the historical performance and predicted performance of those investments, the local and international market conditions, and several other factors.

In addition, investing companies also formulate the ideal asset combination for their client’s portfolio and execute the investments. Book a free meeting with our team to get more details about what investing companies can do for you.

What Are Investing Companies Services?

Now that you have a basic idea of what investment companies do, you might be thinking, what are investing companies services?

In short, investing companies provide a range of services, all of which revolve around helping high net worth and ultra-high net worth clients attain their goals. Here is a detailed explanation of some of the essential services offered by investing companies.

1.Portfolio Management

Portfolio management is the science of choosing and arranging a set of investments that accomplish a high net worth or an ultra-high net worth individuals’ long-term financial goals. The key objective of portfolio management is to create the right balance between investment risk and returns. Most financial professionals accept that portfolio management is one of the most effective strategies an investor should use to enhance their investment performance.

At Pillar Wealth Management, we appreciate the fact that each individual has specific financial targets, risk aversiveness, and time horizons. We know that there isn’t a standardized technique for creating a perfect portfolio management strategy. Thus, we factor in all such factors when assessing your asset profile and devising a portfolio management strategy for you. In our in-depth guide, Improving Portfolio Performance, we highlight some techniques you can use to achieve the highest possible investment performance.

2.Risk Management

Risk and investment go hand in hand. Thus, you should not execute your investments without a comprehensive risk management plan in place. The financial markets can be highly unpredictable and volatile. Just one fluctuation can significantly reduce the value of all your assets.

This is why investing companies offer risk management services to safeguard your assets. They use intelligent asset allocation strategies and keep a vigilant eye on the market movements and overall economic conditions to plan and predict your portfolio accordingly. 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, to find some effective ways to secure your wealth.

3.Retirement Income Planning

Retirement planning is an indispensable component of any individual’s financial management plan. Everyone wishes to have a happy, comfortable, and financially sound retirement. However, for wealthy individuals and families, this task is significantly complicated.

Retirement income planning is another service offered by investing companies to high net worth or ultra-high net worth individuals. Your retirement plan will largely depend on your portfolio strategy. Only when you have the appropriate portfolio growth and investment techniques will you be able to build and preserve your wealth long enough to enjoy a financially stable retirement.

In fact, your investment strategy will also need adjustments, depending on where you are in life. If you are somewhere in your 30s or even 20s, you can take on a more aggressive investment plan along with a higher level of risk.

Nevertheless, as you get close to retirement, your investment strategy will move towards safer and less risky investments. Read our guide to find out the critical shifts you need to make to attain the maximum investment performance that will eventually help you accomplish your goals.

4.Tax Management

Tax management is another service offered by investing companies. Bear in mind that your financial and investment decisions directly impact your tax liability. While your stocks may have led to excellent returns over the year, they may have also contributed towards a huge tax bill.

An investing company meticulously reviews every aspect of any investment decision, including how it will impact your taxes. Consequently, you might move your investments across various assets that result in reduced taxes. They can even make use of tax-loss cultivation strategies to optimize your taxes. If you have $5+ million of liquid assets and want to know how you can save on taxes, you need to request a free copy of our new book, 7 Secrets to High-Net-Worth Investment Management, Estate, Tax, and Financial Planning.

Is It Worth Hiring Investing Companies?

After amassing liquid assets worth $5 million to $500 million, you might think that you don’t need to hire an investing company at all. This is quite a dangerous decision and turns out to be a huge mistake.

When millions of your wealth are at stake, you absolutely want the top experts out there managing your finances. Here are some reasons why it’s totally worth it to hire investing companies.

1.High Level of Expertise

Investing companies possess a lot of experience, and thus, have much better skills and a high level of expertise at executing profitable and successful investments. They have a much deeper knowledge of how the market functions.

These companies make use of the appropriate tools that allow them to assess future risks and opportunities. Consequently, they can help you benefit from forthcoming investment opportunities while lowering your costs and risks.

Their expertise allows you to take advantage of investments before other players catch on and help you build your wealth sustainably and safely.

2.Tailored Investment Strategy

When it comes to the effectiveness or success of your investment strategy, one of the essential factors it depends on is how well it matches up with your financial goals. In case you avail the investment management services of a private bank, they will solely ask you about your expected returns or growth and risk tolerance.

Even though these are definitely important factors to account for, they aren’t the only considerations you need to think of. Your investment strategy needs to be centered on your personal aspirations and goals in life. This entails your long and short-term plans, your retirement dreams, legacy plans, and even any wishes and dreams that you might have. Only when your investment strategy and plan match with your goals will it actually be effective. Start working on your tailored investment strategy from today by scheduling a free consultation with the advisors at our firm.

3.Saves Your Time

As an affluent individual, even if you have the requisite knowledge and skills to devise the appropriate portfolio and investment strategies, you perhaps won’t have time to manage it effectively. You might be managing multiple businesses or handling your estates, or simply spending quality time with your loved ones.

Hence, you won’t have time to manage your investments as they demand plenty of effort and attention. You need to periodically review their performance and make modifications according to various external and internal factors. With investing companies on board, you can assign the entire responsibility to them and spend your time doing something that you actually enjoy.

4.Dedicated Financial Advisor

Even when you aren’t managing your investments on your own, you still need to have full information about them. This is exactly why you want a dedicated advisor who has complete knowledge regarding your investment performance, is well-versed with your unique financial situation and is always there to address any concerns that you may have.

Unlike other financial companies like private banks, many investing companies have dedicated advisors to facilitate you and guide you through the entire process. This will help your investment plan go smoothly and ensure that there are no bumps on your journey to financial serenity.

How to Select an Investing Company?

If you have made up your mind to work with an investing company to grow your wealth, you might be unsure regarding which one will be best for the task. There are plenty of investing companies all over the country. To filter out the list of options, you need to use the following criteria.

1.Clientele

Different investing companies work with different types of clients. For instance, some cater to clients with any net worth, whereas others only serve clients with an ultra-high or high net worth. Due to this reason, you should particularly work with a high net worth investing company to get the best investment recommendations.

Wealthy individuals may prefer certain kinds of investments. Hence, it’s best to opt for a company that’s well-versed in investing in such avenues.

2.List of Services

Investment companies generally vary in the list of services they provide. Some firms will manage all investment transactions on your behalf and give you updates on your performance. On the other hand, some firms will just give you investment-related advice and leave the decision-making part up to you. The investment company you choose will depend on how involved you want to get.

For instance, if you opt for a brokerage firm, you can have a self-directed investment account. With an investment account, you have the freedom to choose your investment priority. This is quite similar to a brokerage account where you only have some mutual funds and some securities alternative.

Why Choose Pillar Wealth Management?

Individuals or families with a high net worth or an ultra-high net worth should opt for Pillar Wealth Management because of our investment expertise and the additional services we provide. We think that investments are a vital part of any wealth-growing strategy and that every individual should get a chance to build their wealth sustainably.

Our financial advisors can take on as much involvement as you desire. We can take care of everything from providing portfolio management, asset management, personal advisor services, etc. You can stay assured that your investment portfolio is in safe and reliable hands. Schedule a free meeting at our website and get started with investing!

Authors

Hutch Ashoo

Chris Snyder

To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.

We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.

You see, our goal is to only accept 17 new clients this year. Clients who have from $5 million to $500 million in liquid investable assets to entrust us with on a 100% fee basis. No commissions and no products for sale.