Best Investment Management and Where to Find It – PillarWM

As an affluent investor, you want to ensure that your investments perform well in the short-term and the long-term. While you may be well-versed in the returns of individual investments, are you confident in your ability to determine the net return after taxes, expenses, fees, and inflation? These are only a few of the aspects involved in making smart investment decisions. To get the most out of your investments and protect your assets, you should work with the best investment management services. If you would like to bridge your knowledge gap, you can request our book for investors looking to invest more than 5 million dollars, 7 Secrets to High Net Worth Investment Management, Estate, Tax and Financial Planning.

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

Table of Contents

7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning
Why Do You Need Investment Management?
Why You Should Work with the Best Investment Management Services
Finding the Best Investment Management Firms
Points to Take Home

Wealth managers work with wealthy investors to provide them an array of financial management services, including investment management, that work to boost income and secure assets. Pillar Wealth Management offers wealth management and investment management services to rich clients looking to invest between 5 million to 500 million dollars. We understand the unique goals you have as a high net worth or ultra-high net worth individual, and we help make tailor-made plans to help you reach them. Learn more about our wealth management services by contacting our team.

In this article, we will answer questions such as:

• What can investment management do for you?

• How can investment management help you?

• Does hire investment management is the best option?

• How can you find the best investment management services?

Why Do You Need Investment Management?

High net worth and ultra-high net worth individuals require professional handling on securing their active income since large sums of wealth are associated with high risk. The best investment management services can help you restructure your finances and portfolio to allow wealth enhancement. They can achieve this by implementing different strategies to increase cash flow in your passive income.

Investment managers can help you identify unnecessary costs and help you save money on your taxes. Moreover, they can help you pay off any debts you have by making investments that allow you to generate an income at a lower interest rate.Our wealth managers are skilled in using strategies that help you legally mitigate taxes. Feel free to call us to book your first consultation.

So, if you’re wondering, “How can investment management help you as a wealthy investor?” you might want to take a look into your complex financial situation first. You likely have a vast assortment of securities and financial assets, including real estate, commodities, artwork, antiques, mutual funds, bonds, stocks, and equities. Investment managers can overlook these for you and make wise investment decisions. Some other financial aspects they help you with are:

• financial statement analysis

• monitoring of existing investments and assets

• smart asset allocation

• opportunistic stock selection

• portfolio strategy development and implementation

If you want to try your hand at your own investment management, we suggest that you do so with some expert knowledge. You can request 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, to gain unbiased insights.

Why You Should Work with the Best Investment Management Services

When you possess multiple high-value assets, it is worth your time to consult the best investment management services available to you. As a successful investor, you might be wary of going into any kind of business or transaction without knowing the complete details. Therefore, it is natural to wonder, “What can investment management do for you?”

We recommend high net worth and ultra-high net worth families to work with private and independent investment management firms for the level of specialization and protection they offer. Here are some of the services that they offer:

They Possess Excellent Research Skills

Investment managers such as Registered Investment Advisors (RIA) perform some of the best investment management research. Their years of training and specialization give them the knowledge to carry out any due diligence needed for safe, calculated, and successful investments.

They achieve this by studying the market trends and forecasts and evaluating the overall economy. Some investment managers perform evaluations to test your portfolio in several circumstances to troubleshoot any problems in the strategy.

They Create a Customized and Diverse Investment Portfolio

An investment manager can help you create a well-diversified and customized investment portfolio. They use their knowledge of the field and make recommendations using their expert analysis of the market. They ensure that your portfolio outlines your financial objectives and investment patterns while performing routine revisions or adjustments to adapt your investment profile to your goals.

Spreading your investments across different asset classes minimizes your risks and allows your portfolio to withstand any market downturns or unforeseen circumstances.

They Provide You with An Array of Services

Identifying which securities to buy or sell is not enough on its own. Investments can generate other expenses and costs that can eat into your profits or returns. Working with the best investment management advisor will help you take advantage of their array of services, which include tax optimization,insurance planning,risk reduction, and other services.

Investment managers can implement tax-loss harvesting strategies to reduce your tax bill. They can also minimize other transactional charges involved with active and passive management. Maintaining a balance between the two is necessary. If you would like to know why, you can read our handy guide,5 Critical Shifts for Maximizing Portfolio Growth Strategies. It is ideal for families looking to invest 5 million to 500 million dollars.

They Give You Financial Freedom and Serenity

High-earners are busy people. Investment management is a time-consuming and demanding process. Hiring the best investment management services allows you to trust a professional to handle your complex portfolio and asset allocation. Investment managers can formulate the ideal investment strategies for you while you continue to look after other aspects of your life.

Moreover, when your investment manager knows your goals and expense habits, they can help you generate income that gives you the financial freedom to spend your wealth how you want without compromising your financial health.

After reading how investment management can help you via the aforementioned services, you might have a clearer answer to, “Does hire investment management is the best option?” If you want to read about investment strategies that experts use, you can request 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.

Finding the Best Investment Management Firms

We understand how crucial it is for rich investors to work with the best advisors and the best investment management firms they can find. Protecting your assets is integral to securing a financial future that sustains you and your family through retirement. We talk more about asset protection and safeguarding your wealth in our book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies for Families Worth $25 Million To $500 Million.

Regardless of which firm or advisor you approach, we advise that you consider the following points before you commit to any of them:

Experience and Past Record

You should evaluate the experience your chosen investment manager has, particularly with high-value assets and complex financial situations. When it comes to investments, certain knowledge and skills come only with time and experience.Your advisor should have a history of working with clients who achieved their goals and are satisfied with the diverse investment management services they were provided.

Our wealth managers at Pillar Wealth Management have over six decades worth of experience in managing the wealth and investments of wealthy clients. Feel free to get in touch with our team for your first meeting.

Credentials and Standard of Care

If your advisor holds the required licenses and certifications to practice, you can rest easy knowing that they are professionals with the relevant training. We suggest that you thoroughly check their credentials to gain a clearer picture. For example, many investment managers cannot execute investments if they lack the proper certification.

While not every investment management firm or investment advisor provides fiduciary services, there are some that do. For example, a Registered Investment Advisor (RIA) is a type of investment manager who usually has a fiduciary duty to their clients. What this means is that they are legally obligated to serving their client’s, i.e., your, needs in a way that benefits you the most. They can only suggest opportunities and give advice that is advantageous for you and holds no personal interests for them.

Part of their standard of care is that they have to disclose any and all information to the client to allow them to make informed decisions. In contrast, investment managers following the suitability standard can prioritize their needs above yours; therefore, creating a conflict of interest. An example of non-fiduciary, non-RIA advisors is brokers.

Clientele

The number and type of clients a firm has are essential to make the right decision. Having too many clients means that the investment managers are likely overworked and can’t give you the personalized service that you need as an affluent investor. Secondly, they should cater to high net worth and ultra-high net worth individuals so that they can easily anticipate your needs and use relevant strategies to boost your income.

Payment Models

It is important to remember that your investment manager will charge you a fee. How much they charge you depends on their payment model, so make sure to ask about that beforehand. While it is their job to helpyou attain high investment returns, they charge you with high costs and expenses which are incurred through different investment activities. Improving your portfolio performance is ultimately ineffective if you end up using your returns to pay off hidden costs and fees.

The best investment management services and advisors will make sure to disclose all expenses in your first consultation. They will adopt a comprehensive approach to maximize your portfolio performance and enhance your wealth from all aspects. If you would like to read about how they achieve this, we write a comprehensive guide on improving the performance of your investments:Improving Portfolio Performance: The Shifts Multi-Millionaires Must Make to Achieve Financial Security and Serenity.

Points to Take Home

After assessing your needs, goals, and financial situation, you can have a clearer answer to the question, “Does hire investment management is the best option?” If you find it tiring to work with multiple advisors for different financial aspects, you can consider wealth management firms.

Pillar Wealth Management is a private wealth management firm that offers some of the best investment management and wealth management services to clients looking to invest 5 million to 500 million dollars in liquid assets. Our wealth managers approach your financial situation holistically, giving you custom solutions to help protect your assets and enhance your wealth. We can help you with your estate planning, retirement planning, tax planning, and more. To get in touch with one of our brilliant experts, you can schedule your first consultation for free.

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.