Top Investment Management Firm–PillarWM

Wealthy investors have numerous high-value assets in their portfolios, ranging from cash and bonds to real estate and precious items. They know the importance of investing wisely to generate as much profit as they can without it turning into a loss. However, not everyone has the skills for this task, which is why they often seek out a top investment management firm. The advisors in these firms are generally up-to-the-mark. If you are looking to invest between $5 million and $500 million  you can’t be too careful and we highly recommend that before you decide on working with an advisor, your request and read our freein-depth and comprehensive book on investment management, estate, tax and financial planning. It can help you identify the key characteristics your advisor should have and which characteristics are red flags.

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.

Investment management is not only the specialization of investment management firms. Many private wealth management firms are experts in investment planning, prompting affluent clients to work exclusively with them. Pillar Wealth Management caters exclusively to clients with 5 million to 500 million dollars in liquid assets, making sure that each client receives the best-personalized service possible. We can help you create a custom-tailored action plan to boost your capital growth and protect your assets from unnecessary risk. If you want to learn more about our wealth management and investment management services, call us to schedule a consultation.

Searching for the right firm can lead you to question, “What is the best investment firm?” and “Is it worth paying an investment firm?” If so, you should keep reading as we address your concerns in the following sections.

What is the Role of Investment Managers?

With the many types of advisors and managers out there, it is reasonable to get confused about the specific role each one has. For example, an investment banker does not have the same services as an investment manager, nor does a retail banker. However, a fund manager and asset manager are the same as an investment manager.

So, what does an investment manager do? In short, they manage your money and assets on your behalf and invest them in various vehicles according to your financial and investment plan. Since these types of investments typically require a diversified, high-value asset collection, they mostly work with affluent individuals to provide advisory or discretionary management services.

A top investment management firm hires advisors who are updated and knowledgeable about numerous financial products and investment vehicles, such as trusts, stocks, and bonds. These investment managers consult with a team of experts to narrow down the best investment opportunities that suit your profile.

Investment managers use complex financial models to generate data regarding future price movements and the earnings a particular asset generates. They also research market trends and the economic climate in great depth to help you protect your investments. Lastly, they also partake in transactions, helping you buy and sell your securities.

This may make you think that all investment managers are equipped for the job. However, with a high net worth, there are more technicalities and complexities to consider. It is better to work with someone who can navigate your complex financial situation, such as an independent investment manager or a wealth manager. Our wealth managers understand the intricacies of your wealth and the risks that come with it. If you would like to learn more about our wealth management services, you can contact our team.

Is Investment Planning Necessary for Affluent Investors?

If you’re already working with a financial advisor, which you likely are as an affluent investor, you might wonder, “Is it worth paying an investment firm?” While a financial advisor helps you on numerous monetary aspects, it doesn’t necessarily mean that they specialize in all those aspects.

Investment planning is crucial to enhance your wealth. It allows you to use your available resources to strategize a plan that helps you reach your short-term and long-term goals, for example, investing in large estates or being financially secure in your retirement.

Atop investment management firm can help you achieve this. They have an organized approach to managing your assets and have the relevant educational background and skills to advise you appropriately. They analyze multiple investments and isolate the best options after evaluating your aims, risk level, time horizon, and investment personality.

Investment managers are aware of the risks that come with market volatility. Hence, the investment plan they devise for you should have a solid foundation to withstand any fluctuations. The question is, how do you know your investment advisor is capable of these tasks? Our Ultimate Guide can give you insights on how to select an advisor who is suitable for your high or ultra-high net worth financial profile.

top investment management firm

What Can the Top Investment Management Firm Help You With?

By now, you should know that investment management firms give you investment advice to help you achieve a balance between financial risk and security. Let’s discuss exactly which tasks fall under their domain to help them do this:

They Identify the Best Investments for Your Portfolio

There are certain asset classes that offer more benefits to high net worth and ultra-high net worth investors. This is partly due to the fact that many rich investors prioritize capital growth over risk management. In many cases, they can afford that risk.

That being said, a top investment management firm will advise you to invest in assets that give you high rewards with as little risk as possible. These include cash investments and bonds. For example, cash investments are necessary since they not only generate a steady income, but they allow you to maintain liquidity in the form of certificates of deposit (CDs) or money market accounts.

Each investor’s profile is unique, and investment managers need to analyze which investments are suitable for your financial circumstance, whether it be mutual funds, stocks, real estate, or ETF’s.

They Diversify and Optimize Your Portfolio

Being aware of the best investments is not enough. It is not as simple as investing in cash deposits or bonds and calling it a day. A diversified portfolio is important to ensure that your wealth is secure from unpredictable circumstances.

An investment manager knows how to optimize your portfolio to manage your risk, help you generate more income, and use strategies that help you towards achieving your financial goals. Your overall portfolio performance depends on it. If you’re curious about the strategies we use at Pillar Wealth Management, you can read our Performance Guide titled “Improving Portfolio Performance: The Shifts Multi-Millionaires Must Make to Achieve Financial Security and Serenity.

They Identify Which Investments You Should Avoid

A diverse portfolio does not mean that you invest in every single type of asset class that is available to you. As a wealthy individual, you need to be more cautious about where you invest your money and where not to.

An investment manager can warn you of investments that are not in your best interest, such as commodities, penny stocks, options contracts, and more. They can also advise you against investments that incur heavy taxes. Discussing the different types of investments can help you make smarter investment decisions. You can schedule a chat with one of our experts to talk about which investments suit your profile.

They Help You Manage Your Risk

As mentioned before, some investments carry a higher risk than others. Some are more volatile and unpredictable and can result in you losing a lot of your wealth to a poorly calculated decision. An expert in the field can help you navigate the potential risks and challenges that come with different investment personalities, especially if you have an aggressive investment profile.

With a net worth of millions of dollars, you need to be wary of the liabilities that you are exposed to. If you would like to learn more, you can read through our book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies For Families Worth $25 Million To $500 Million.

They Monitor and Rebalance Your Portfolio

Investment management is not a one-timedeal. Life circumstances change, your financial status changes, and your goals change. Your portfolio should be able to reflect those changes too. Working with the top investment management firm will help you stay on track with your goals. An investment manager should rebalance your portfolio as needed according to your portfolio’s performance or a change in your financial plan.

Our wealth managers understand that affluent investors want to enhance their wealth and improve their portfolio performance. That is why they use a customized plan and cutting-edge strategies to help you achieve this. We discuss some of these strategies in our guide, 5 Critical Shifts for Maximizing Portfolio Growth Strategies.

They Help You with Tax Management

Each time you invest, it impacts your tax bill. Investing in a certain stock may generate high rewards, but eventually, you might end up using those rewards to pay off the taxes that they collected. Investment managers are skilled in using tax-loss harvesting strategies to bring down your taxable income. One example is to increase your asset allocation to charitable organizations.

How To Determine the Top Investment Management Firm

With a fortune as large as yours, you have every right to ask, “What is the best investment firm?” After all, you want to work with the top investment management firm to accelerate your financial success.

The best investment firms have the required qualifications and experience needed to handle high net worth clients. It is better to work with fiduciary advisors to avoid any conflicts of interest. Moreover, they should be good at working under pressure, making smart, objective decisions, and conducting in-depth research into whichever investments they advise.

You can read about the important factors to consider when choosing the best financial advisor in our guide, The Ultimate Guide to Choosing the Best Financial Advisor for Families worth $5 Million to $500 Million. It even contains a list of questions you should ask your advisor during your first consultation.

How Much Should You Expect to Pay Them?

Investment management firms can have different payment structures, i.e., fee-only, product-based compensation,fee-based,performance-based fee, or commission-based. If you’re wondering, “How do investment firms get paid?” you’ll have to ask them about it when you first meet with them.

Fiduciary advisors typically charge between 1% to 4% of the assets under their management. Non-fiduciaries can earn their fee off commissions, which can create potential conflicts of interest. At Pillar Wealth Management, we have a transparent cost structure without any hidden costs.

Can Wealth Management Firms Help You with Investment Management?

When considering the pros and cons, you might wonder, “Is it worth paying an investment firm or a wealth management firm?” The answer depends more on whether you want a professional to solely help you with your investment management or if you want a holistic overview of all your finances. Either way, the more complex your financial situation is, the more expertise you will need.

When you search for a top investment management firm, you might want to consider consulting a private wealth management firm such as Pillar Wealth Management. We have provided wealth management and investment management services to clients with 5 million to 500 million dollars in investable assets for more than six decades. Hence, we are well-equipped to anticipate your needs and manage your wealth. You can schedule a chat with one of our experts to learn how we can help you draft a customized financial plan to help you achieve your goals.

Authors

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.

More from authors.

Related Post

  1. Fee-Based Financial Advisor – You must have heard that the majority of high net worth and ultra high net worth individuals…
  2. Financial Planner Companies – There are several advantages of working with financial planner companies, particularly if you…
  3. Tax Strategies For High Income Earners – When your income exceeds a certain limit, you are subject to high taxes, which can…
  4. Denver Investment Advisor – Making investments is a high stakes game with high rewards. You can spend many years studying…
  5. Tax Planning – Tax is quite a complicated business, and you need to ensure that you grasp it to the best…