Rockefeller Capital Management – PillarWM
An investor’s portfolio plays a pivotal role in their overall net worth. It is one of their primary sources of income and helps them decide which type of assets to pursue. Many investors strive to grow their portfolios over time to increase their profits. However, this is easier said than done. Investors can get assistance with their portfolio by using services from firms such as Rockefeller Capital Management or Pillar Wealth Management. The right investment strategy can help boost your returns and achieve your portfolio goals. Investors with portfolios worth $5+ million can learn about some of Pillar Wealth Management’s specialized investment management practices 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 Rockefeller Capital Management?
There are plenty of large firms in the financial world that offer services for investors. One notable name in this industry is Rockefeller Capital Management. You can also learn about Pillar Wealth Management by setting up a free meeting and speaking with us.
So what exactly is Rockefeller Capital Management? This firm was founded by American businessman and philanthropist John D. Rockefeller in 1882. He founded this firm to protect his family’s finances at the time. However, it did not formally adopt the name “Rockefeller Capital Management” until registering with the U.S Securities and Exchange Commission in 1980.
Today, the firm has billions in assets and possesses a fairly large team of advisors that serve its clients.
Rockefeller Capital Management Services
You may be wondering, “What does Rockefeller Capital Management do?” The firm currently offers the following services:
• Investment management
• Wealth planning
Each of these services includes many sub-services for investors seeking to grow and protect their wealth.
Investment Management Services
Rockefeller Capital Management’s investment management services include the following:
• Customized Investment Strategies and Solutions
• In-depth Marketing and Economic Insights
• Open Architecture Product Platform
• Rigorous Investment Due Diligence Process
• Holistic Quantitative Portfolio Construction
• Cash Management, Banking, and Credit
• Risk Management
• Monitoring and Portfolio Rebalancing
Customized Investment Strategies and Solution
The firm helps its clients design multi-asset investment strategies based on their unique objectives and risk tolerance. These strategies are tailored to fit each individual investor.
In-depth Marketing and Economic Insights
The firm publishes its analyses of economic trends and financial markets. This helps their clients identify any issues that may relate to their portfolios.
Open Architecture Product Platform
This firm offers clients access to a range of investment opportunities and products for different asset classes.
Rigorous Investment Due Diligence Process
The firm uses a repeatable multi-disciplinary approach to construct and maintain asset managers with great growth prospects.
Holistic, Quantitative Portfolio Construction
The firm’s experts construct investment portfolios via strategic asset allocation and tactics. They seek to maximize risk efficiency by collecting information on return drivers related to asset classes.
Investment, Tax, and Legal Advisor Coordination
The firm aims to offer integrated planning through expert investment advice, estate planning services, and charitable gifting methods.
Cash Management, Banking, and Credit
Rockefeller Capital Management offers a comprehensive cash management platform powered by their Rockefeller client portal. They also offer customized liquidity solutions that are customized to meet client objectives.
The firm provides structured solutions to help clients receive good market returns while reducing risk from downside exposure.
Monitoring and Portfolio Rebalancing
The firm’s experts perform regular client portfolio reviews to ensure that they are aligned with the client’s objectives.
Wealth Planning Services
Rockefeller Capital Management provides a range of wealth management services, including:
• Trust and Estate Planning & Administration
• Comprehensive Fiduciary Services
• Tax-efficient Planning
• Family Legacy and Governance Advisory
• Philanthropic Advisory
• Non-Profit Foundation Service
• Next-Gen Financial Education
• Lifestyle Advisory
• Insurance Advisory
Trust and Estate Planning & Administration
Rockefeller Capital Management provides trust and estate planning services for investors. They help with wealth transfer via trust planning, family LLCs, GRATs, and other techniques.
Comprehensive Fiduciary Services
The firm acts as a trustee to support client trustees. This helps clients manage their trusts with expert guidance.
The firm can help clients build a more tax-efficient plan that takes future scenarios into account. This approach helps them take steps to reduce their tax obligations in the future. You can learn about Pillar Wealth Management’s own tax planning services by speaking with our advisors.
Family Legacy and Governance Advisory
The firm offers services to help clients plan wealth management across multiple generations. They can assist with creating a governance structure that fits with each client’s needs and family dynamics.
The firm’s philanthropy experts can offer advice to build and manage charitable programs.
Non-Profit Foundation Service
Rockefeller Capital Management can administer non-profit foundations and assist them in developing financial plans tailored for each client’s objectives.
Next-Gen Financial Education
The firm performs individualized planning to help next-generation family members in different financial areas.
The firm offers solutions related to different family lifestyles. These range from simple solutions to special solutions for extraordinary circumstances.
The firm uses a consultative approach to deliver client solutions related to insurance.
Is Rockefeller Capital Management a Hedge Fund?
As you can see, the firm provides a wide range of services for investors. You may be wondering, “Is Rockefeller Capital Management a hedge fund?” The firm is classified as a hedge fund with $23.8 billion in assets under management.
What is Pillar Wealth Management?
Investors seeking wealth management services may come across Pillar Wealth Management during their search. You may be wondering who owns Pillar Wealth Management. This wealth management firm was founded by wealth management experts Hutch Ashoo and Chris Snyder. You can speak with our wealth management experts by setting up a free meeting.
Since its founding, the firm has developed numerous wealth planning and investing strategies for investors with portfolios worth $5+ million. You can learn about some of our investment approaches 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.
Pillar Wealth Management’s Services
At Pillar Wealth Management, we seek to help investors grow and protect their wealth using a combination of strategies. Our services include:
Our wealth managers offer portfolio analysis services to help you mitigate risks and improve your portfolio performance. They can study your portfolio carefully and identify the various inefficiencies and risks present. They can then create a plan to help you work around these issues. You can learn some great strategies to improve your portfolio performance by reading our special guide.
Investors that wish to meet their portfolio goals at a steady pace can benefit from our asset management services. Our wealth managers can be trusted to manage assets on your behalf and make decisions aligned with your portfolio goals. This approach saves time and allows you to focus your efforts on other wealth-building areas. You can learn about some great ways to expand your portfolio by reading our special guide.
Any investor that has worked hard in their career looks forward to an enjoyable retirement. You can use this life stage to explore new places or try new things you never had time for before. However, you may struggle to achieve your dream retirement lifestyle without proper planning.
Our wealth management experts can help design a robust retirement plan to help you achieve your retirement goals. They can assist with budgeting, predicting retirement expenses, and setting up passive income sources. The combination of these strategies can help you prepare for your eventual retirement. Moreover, if you own assets valued at more than $25 million, you may want to get a copy of our book The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies For Families Worth $25 Million To $500 Million.
An estate plan is essential for anyone that wishes to ensure the stability of their wealth following their passing. Failing to create a comprehensive estate plan leaves the court system in control of your wealth. This causes delays in the wealth distribution process and results in high legal fees.
Our experts can help you set up a proper estate plan that takes your wealth distribution wishes into account. They can assist with setting up trusts to ensure your wealth goes to the right people or parties.
Tax planning is a great service for any investor that wishes to reduce their tax obligations. Our experts can study your portfolio and determine different areas where you may be able to achieve tax savings.
How to Find the Right Wealth Management Firm
Investors planning to use wealth management services for the first time may struggle to find the right firm for their needs. Some steps for choosing a suitable wealth management firm are shown below.
Consult Your Network
There are numerous wealth management firms scattered across the nation. It is likely that many investors in your network are already using wealth management firms. Therefore, it may help to ask these investors if they recommend using their firm.
This approach is especially useful if these other investors have a similar background to your own.
Search the Web
The next place to look for wealth management firms is the internet. Most wealth management firms maintain websites. You can discover the different wealth management options in your area using a simple Google search.
You should create a list of eight to ten wealth management firms that offer the services you are seeking.
Once you know which firms you are interested in, it is vital to read reviews for each one. Look for reviews on independent review sites. Pay careful attention to any specific mentions of the firm’s reliability or any hidden fees. Firms that are unreliable or charge their clients hidden fees should always be avoided.
Talk With Their Experts
The next step is to speak with the wealth management firm’s experts. Consider setting up a meeting or a phone interview as soon as possible. During your conversation, you will describe your portfolio and ask how they can help.
The right wealth manager will offer personalized solutions for your needs and tailor their services accordingly. You can also test the wealth manager’s knowledge by asking them some of the questions given in our guide to choosing a financial advisor.
Why Choose Pillar Wealth Management?
At Pillar Wealth Management, we may not be the largest wealth management firm around. However, we are popular with many investors due to our six decades of industry experience. Our fees are transparent and ensure that you won’t pay any hidden charges. Our wealth management experts always take the time to understand your needs and offer personalized services accordingly. Please set up a complimentary first meeting with us to get started with wealth management.
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