Investment Management Services and Advisors –PillarWM

Investors with a liquid net worth of millions of dollars know how vital it is to make smart investment choices. That is why most of them choose to work with professionals who are experts in the field. Investment management services specialize in analyzing your financial profile and identifying the best asset allocation for your goals. However, finding a competent investment manager or advisor for the role can be tricky when you have numerous high-value assets. That is why we prepared our Ultimate Guide, especially for wealthy families who own liquid assets worth more than 10 million dollars.



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.

When it comes to the wealth management of high net worth and ultra-high net worth individuals, wealth management firms are the safest bet. Firms like Pillar Wealth Management offer holistic financial management services, from investment management to estate planning and more. We have a long-standing history of working with affluent families with 5 million to 500 million dollars in liquid assets. Therefore, we are skilled and experienced enough to help you make smart decisions. If you want to set up a meeting with one of our wealth managers, you can contact us through our website.

Investment Managers and Advisors

Many people confuse the role of an investment manager with that of an investment bank or retail bank. This may be partly due to the fact that the term “investment manager” is generally interchangeable with “investment advisor,” “fund manager,” or “asset manager.” But who are investment managers, and what are some standard investment management services?Let’s discuss.

Integral to your long-term financial planning, investment managers manage money on your behalf to invest your fund into various investment strategies. They mostly work with wealthy private investors providing advisory or discretionary management services. Their responsibilities include:

Being updated and knowledgeable about wide-ranging available investment and financial products, such as bonds, shares, trusts, and stocks.

• Consulting with investment analysts to identify and examine investment opportunities.

• Analyzing and giving advice on opportunities to clients after reviewing relevant data.

• Predict future price movements and earnings generated by using complex financial models.

• Overseeing transactions, such as purchases or trades.

• Staying updated on global economic and market trends by performing the necessary research.

• Maintaining client relationships and increasing their client network to explore more opportunities.

Typically, investment managers are employed by large asset management and investment management firms, but many banks, insurance companies, and credit unions hire them too. If you’re looking for someone with more specialization or experience in working with wealthy clients, you can look for independent investment managers or wealth managers.

Knowing who is the right person for the job can be a challenge. Fortunately for you, our Ultimate Guide details everything you need to know when you’re looking for a financial advisor. The insights in this guide can help you make an informed and wise decision.

The right investment advisor will help you understand the intricacies of your investment portfolio and investment options. They will also answer any questions you might have, such as, “What are four types of investments you should avoid?” or “What type of investment makes the most money?”

Investment Management Services

Which Investments Are the Best for High Net Worth Investors?

As a wealthy investor, your goals for investment are widely different from that of an average investor; therefore, you need to identify which investment options are the best for you.This is where investment management services come in.

An investment advisor can help you determine what type of investment makes the most money while using strategies to improve your performance. The strategies our wealth managers use to improve your portfolio performance are highlighted in our guide, which talks about the shifts multi-millionaires must make to achieve financial security and serenity.We will talk about 6 investments that are great options for affluent investors.

1. Cash Investments

A cash bank deposit tells you the exact amount of interest that you can generate and also guarantees that you will earn your capital back. These investments can include high-interest savings accounts, term deposits, and your everyday bank account.

However, certificates of deposit (CD’s) are not immune to the effects of inflation because they are highly liquid instruments. This means that they are charged at a higher interest rate than the cash that you would have in your savings account. Moreover, an early withdrawal can incur penalties.

Most people opt for cash investments because they provide a steady income, which is important to protect your wealth and reduce your risk. As a high net worth investor, a majority of your assets are locked in non-liquid investments, such as real estate. Cash or cash equivalent investments allow you to maintain liquidity in the form of savings accounts call money market accounts, or certificates of deposit (CD’s), to help you out in times of emergencies.

2. Stocks

The stock market offers great rewards over a longer period of time, making it an advantageous investment option for rich investors. When you invest in a stock, you’re essentially buying a share of a company or corporation, making you a shareholder.

Whether you generate profits as a shareholder or receive income through dividends, the stock market is an effective way to generate money to meet your long-term goals. However, this type of investment comes with its own risk since the stock prices are highly volatile.

3. Bonds

If you’re looking for a more stable, low-risk investment, bonds are a great option. When a bond is issued, you’re investing your money in a company or a government institution or entity. After a predetermined amount of time, you earn back the money you put into the bond as it matures, along with a set rate of interest. Although the returns you generate are significantly lower than those generated from stocks, so is the risk.

However, bonds are not completely exempt from risk; for example, the company could fold, or the government could default. They are also subject to credit risk, interest rate risk, and prepayment risk.

4. Exchange-Traded Funds (ETFs)

Exchange-traded funds (ETFs) are very popular amongst investors due to their broad coverage and ease of trading. Like mutual funds, ETFs are a group of investments that track a market index.

Since they are sold and bought through the stock market, their prices are prone to fluctuation. Selecting an ETF that tracks a broad index can help you reduce the risk involved.

5. Mutual Funds

Mutual funds are investments involving multiple investors who pool their funds into multiple asset classes, such as bonds, stocks, and more. Managers operate and monitor the funds, which incurs an annual management fee and other unforeseen charges.

6. Real Estate

Real estate is an important type of investment for rich investors. It provides an opportunity to generate decent rewards if property rates increase after your purchase. Unfortunately, this investment is a non-liquid asset, which means that you won’t have cash on your hands if you happen to need it in an emergency.

High net worth and ultra-high net worth investors usually have a diverse portfolio, investing in many types of investment vehicles to mitigate their risk and maximize their capital growth. In our book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies For Families Worth $25 Million To $500 Million, we talk about how affluent families are prone to threats and liabilities and how they can safeguard themselves from them.

Investment Management Services

Which Investments Should You Avoid?

When researching your investment options, it is natural to wonder which investments you should avoid. Our five shifts guide can help investors like yourself use strategies to enhance your capital growth.

As a rich individual, you can afford a little more risk than the average investor. Regardless, it is better to be aware of which asset classes are not in your best interest. So, if you’re wondering, “What are four types of investments you should avoid?” we can answer that for you.

1. Commodities

Commodity trading involves basic raw materials, such as oil, sugar, rice, fish, gold, and more. Investors make the mistake of investing in these commodities in the hopes of capitalizing on marginal price movements on these resources.

Commodities are unpredictable, volatile, and offer no dividends. You would be better off investing your money in other assets such as bonds.

2. Options Contracts

Futures and options are contracts where you place a bet against another investor in whether the price of a stock will rise or fall. Apart from the fact that this is essentially gambling, options contracts can be complicated and confusing.

Widely fluctuating prices make this a very risky investment. The process of determining future price movements involves a lot of complicated formulas, computational calculations, and algorithms. Therefore, this is a very complex investment, often with little to no capital gain.

3. Equity Crowdfunding

Equity crowdfunding works similar to buying a stock in a company. The difference here is that the company you invest in for equity crowdfunding is not publicly listed. This means you can’t sell your share until they are.

You’ll have to wait for them to grow enough to have the resources to go public. If the company is unsuccessful, as most start-ups are, you could end up losing your money.

4. Penny Stocks

Like regular stocks, penny stocks allow you to buy a share of an organization or company. The difference is that these are sold at a very minuscule price, often lower than one dollar.

Penny stocks are very volatile and unpredictable, partly because the companies offering them are usually new and obscure. The other reason you should avoid these is that almost no one is willing to buy these stocks if you decide to sell them.To learn more about the risks associated with different types of investments, you can talk with one of our wealth managers.

Looking for the Right Investment Management Services

Investment management is a demanding job, requiring multi-tasking, working under pressure, and a lot of research and analysis. Your investment advisor should be capable of these skills and should be able to use interpersonal skills to communicate complex information to and from investors.

Our investment management services offer an array of investment, advisory, and other financial services. We analyze more than a century’s worth of market data to test our portfolios and formulate the most advantageous investment strategies for our clients.Reach out to our team to learn more!

Points to Take Home

Investment management services do more than just tell you which securities to buy or sell. Professional and skilled investment managers know how to analyze your goals and align them to your investment portfolio. They understand how important it is to maintain a balance between reward and risk, keeping your time frame in mind. If you have more than 10 million dollars in liquid assets, you’ll need the best advisor at your service, i.e., someone who is skilled enough to handle such a large sum of wealth. Our Ultimate Guide can walk you through the process of finding the best financial advisor to suit your needs.

As a well-reputed firm, Pillar Wealth Management is sought-after and trusted by many high net worth and ultra-high net worth investors. Our wealth managers are licensed, highly qualified, trained, and devoted to giving you the best advice and customized solutions for your financial concerns.We take proactive steps to help families with 5 million to 500 million dollars in liquid investable portfolios with their wealth management. For expert guidance on how to professionally manage your portfolio to minimize your risks and costs, you can get in touch with us by scheduling a free consultation. Our investment management services can help you lay a strong foundation for a financially secure future.


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.

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