Blackrock Investments – PillarWM
Investors across the nation need assistance with their portfolios at certain times. Some may require guidance on expanding their portfolio, while others may need assistance with monitoring their performance. Such investors can get help with these tasks by hiring firms such as Blackrock investments or Pillar Wealth Management. The right asset management strategy can help you grow and protect your wealth in the long run. Investors with portfolios valued at $5+ million can learn some valuable asset management strategies by requesting a free copy of our book 7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning For Families With Liquid Investable Portfolios Between $5 Million and $500 Million.
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.
Table of Contents
Table of Contents
What is Blackrock Investments?
Blackrock investments is a large multinational advisory firm that offers a variety of services in the financial sector. Its parent company Blackrock Inc was founded in 1984 and has approximately $9.01 trillion in assets under management as of Q1 2021. Please talk with one of Pillar Wealth Management’s experts to learn about our own advisory services.
Blackrock Investments Services
Blackrock Investments offers the following services for its clients:
• Portfolio management
• Investment management
• Financial planning
Each of these services can benefit investors that are looking to grow and protect their wealth.
What is Blackrock’s Investment Philosophy?
As with most other investment advisory firms, Blackrock aims to determine its clients’ investment preferences and offer investment strategies accordingly. They often take their clients’ risk tolerance, time horizons, and income into account before recommending solutions.
Blackrock employs numerous management styles ranging from index and passive management to active management. Their experts also utilize proprietary software for risk evaluation and investment research for clients.
What is Blackrock Alternative Investments?
Black offers to help their clients with alternative investments as part of their services. They define these alternative investments as private assets like private credit, private equity, private real estate and infrastructure.
Their definition of alternative investments also includes hedge funds, which operate primarily in public markets but also use less traditional methods such as leverage and short-selling.
How Does Blackrock Carry Out Sustainable Investing?
Blackrock believes that sustainable investing is about investing in progress. They understand that the companies with the best growth are the ones that are solving the world’s challenges.
This investment approach is driven by a variety of factors, including:
• The increased demand for companies to engage in sustainable investment solutions
• Governments and regulators incorporating sustainability into their decision-making and investment information
• The belief that environmental, social, and governance (ESG) research can identify investment risks and potentially generate excess returns
Two of the firm’s sustainable investment solutions include:
• Avoidance strategies: These involve removing any companies or sectors that violate the client’s values or pose a great ESG risk.
• Advance strategies: These focus on aligning capital to target positive ESG outcomes. It may involve the use of ESG scores during portfolio/index construction or focusing on a particular environmental or social theme.
How Does Blackrock Handle Systematic Fixed Income Investing?
Systematic investing or quantitative investing is a fast-growing field within fixed income investing. These income strategies focus on an objective and follow a marked and repeatable process to identify, simulate, and perform investment ideas.
Blackrock implements this systematic approach across its fixed income classes. This includes cap-weighted indexing and factor-based or actively-screened strategies. These solutions are implemented for mutual funds and ETFs.
Blackrock’s Revenue Sources
Blackrock earns revenue from a variety of sources. Their revenue breakdown for 2020 is described below:
• Investment Advisory, Administration Fees, and Securities Lending: 78%
• Technology Services: 7%
• Distribution Fees: 7%
• Investment Advisory Performance Fees: 7%
• Advisory and Other Revenue: <1%
What Types of Clients Does Blackrock Take On?
Blackrock serves a wide range of clients, a large portion of which are institutions. These include business development companies, registered investment companies, private investment funds, and real estate investment trusts. The firm also offers services for individuals, many of which possess a high net worth.
You may be wondering about the minimum account size needed to start using Blackrock’s services. There are no set criteria for minimum account size, but they typically range between $250,000 and $1 million depending on the strategy you wish to use. However, you should note that these minimums can be changed or waived at the firm’s discretion.
What is Pillar Wealth Management?
Many of the services Blackrock provides to clients are also offered by wealth management firms. One of these is Pillar Wealth Management. Our firm was founded in 2001, and offers wealth management services for high net worth and ultra-high net worth investors. Please speak with one of our wealth management experts to learn more about us.
Pillar Wealth Management Services
At Pillar Wealth Management, we offer a broad range of wealth management services for investors. These include:
• Portfolio analysis
• Asset management
• Retirement planning
• Estate planning
• Tax planning
Our portfolio analysis services help investors identify risks and inefficiencies in their portfolios. We understand the dangers such risks pose to your wealth, and we can recommend strategies to help you manage them.
Portfolio analysis also helps you understand where your portfolio stands in relation to your investment goals. If you aren’t already following the best possible path towards these goals, our experts can help you get on the right track. You can learn about some great strategies to improve your portfolio performance in our special guide.
We also offer asset management services for our clients. As an investor, you may already be familiar with the challenges associated with managing a large portfolio. Monitoring asset performance, performing industry research, and portfolio optimization can be both complex and time-consuming. You can learn some special strategies for growing your portfolio by reading our guide.
Our wealth managers can help manage your assets on your behalf. They can perform trading activities that fit with your investment goals and offer periodic updates on your portfolio performance. This allows you to devote time to other wealth-building activities.
Our wealth managers understand that retirement is a crucial life stage for investors. After all, everyone wants to enjoy a comfortable, worry-free retirement. You can achieve your dream retirement with the right retirement plan.
Our experts can suggest a suitable retirement plan to help you boost your savings. They may also assist you with setting up passive income sources to sustain a comfortable retirement lifestyle. You can learn about our approach to retirement planning by requesting a free copy of our book 7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning For Families With Liquid Investable Portfolios Between $5 Million and $500 Million.
Estate planning is another vital service we provide at Pillar Wealth Management. We believe individuals should always be able to maintain control of their wealth. However, this can be difficult to do following your passing. The best way to make the distribution of your wealth easier is with estate planning.
Our wealth management experts can help you design a will that describes exactly how you would like your wealth to be distributed. This strategy can help save legal costs and reduce delays when your wealth is transferred to your beneficiaries following your passing.
No investor enjoys thinking about their taxes. However, it is always vital to keep track of your taxes to remain in compliance with tax laws. Tax planning services can help ensure you are paying the right taxes. They may also be able to reduce the amount of taxes you legally owe.
Our wealth managers can study your portfolio and recommend strategies to make it more tax-efficient.
Are Wealth Management Services Worth It?
People who are new to the concept of wealth management may wonder if it is worth using such services. The truth is that each of the services wealth management firms provide can benefit you in some way. Retirement planning helps you achieve your dream retirement, while portfolio analysis helps you protect your portfolio and wealth.
Wealth management firms typically charge a fixed annual fee that is a small percentage of your asset value. Such fees are close to negligible in the grand scheme of things due to the immense benefits these services provide. Please contact our wealth managers to learn about our fees.
What to Look For When Selecting a Wealth Manager?
Investors that are thinking of hiring a wealth manager for the first time should familiarize themselves with the qualities that great ones possess. These include:
Experience is one of the most vital qualities for a wealth manager. The best professionals in the financial world are often the most experienced ones, and wealth managers are no different.
A wealth manager develops much of their expertise through real-world experience. They expand their knowledge set whenever they help a client overcome a challenge. This new knowledge can then be utilized in the future. When choosing a wealth manager, you should look for one that has been practicing for many years or decades.
When assessing a wealth manager, it may also help to look at their clients. Your wealth manager should ideally serve clients with a background similar to your own. This is because they are likely to be more familiar with your needs and financial background if they have served similar clients in the past.Moreover, if you have assets valued at $25 to $500 million, you would certainly benefit from reading our book entitled The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies For Families Worth $25 Million To $500 Million.
All wealth managers are expected to possess knowledge relating to the services they offer. However, it can be difficult to determine how much a wealth manager actually knows about different financial areas.
It may help to speak with a wealth manager directly and tell them about your portfolio and financial goals. You can also assess their expertise by asking them some of the questions we discuss in our guide to choosing a wealth manager.
The right wealth manager will always maintain good communication with their clients. This is vital, as any wealth manager that doesn’t provide regular updates or is difficult to contact isn’t worth hiring. After all, these professionals are expected to serve you in different financial areas. They must be easy to reach, especially if you need assistance on a time-critical matter.
The best wealth managers also offer personalized services and advice for clients. This is a quality that only experienced wealth managers with plenty of expertise possess. Such wealth managers understand that generic advice rarely works for everyone and that it is important to assess each client based on their individual needs.
When hiring a wealth manager, you should ensure they take the time to learn about you before offering a custom plan that is tailored to fit your needs.
For example, you might be interested in performing a special investment strategy but may not possess the knowledge to do it. A wealth manager can guide you along this process and create a custom plan that takes your limited knowledge into account.
Why Choose Pillar Wealth Management?
Investors across the country choose us as their go-to wealth management firm. This is due to our six decades of industry experience, transparent pricing, and personalized plans. Please contact us and set up a free introductory meeting with our wealth managers to get started with wealth management.
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