Our approach is rooted in the foundation of active engagement and open dialogue. We believe that you should be able to look at your portfolio and answer the following questions: What do I own? 我为什么拥有它? And how does it fit into my 财务计划? Our core belief is that neither the investment portfolio nor the 财务计划 is monolithic but should be tightly aligned.
Every client has unique circumstances, goals, 和目标. You are encouraged to be involved in the process, while having confidence in the expertise and services that we provide. Partnering together to set and achieve 你的目标 is the best way to bring about success, so we will work alongside you to develop a relationship as your trusted advisor and to prepare you for the financial decisions that life brings.
A comfortable retirement, college funding, continuing your legacy, charitable contributions... 这样的例子不胜枚举. We work with you to outline and prioritze 你的目标.
从历史上看, 在更长的时间里, 你冒的风险越大, 你的回报就会越好. Would you feel comfortable with additional volatility in your portfolio, or is a conservative approach better for you?
The primary goal of 资产配置 is to provide a smoother ride through periods of volatility during normal market rotations. Our process incorporates a diversified, yet personalized, portfolio across various asset classes.
A well-developed plan is only as good as its execution. 这个计划可以是现金流计划, 退休计划, 遗产规划, 税收筹划, and other 财务计划ning disciplines. Our team will keep you informed throughout the implementation process.
We monitor and make discretionary changes to your portfolio based upon our re搜索 and your needs, 再平衡 your portfolio to your desired 资产配置 ensures that your portfolio is not taking undesired risk.
We want to become your trusted advisor and build a long-term 与你的关系. Consistent review of 你的理财计划 and goals will help to make that happen.
随着客户积累更多的财富, there is an opportunity to expand the investable universe to include private investment asset classes, an extension of our philosophy on traditional asset classes. SDWMA has curated a private investment platform of institutional quality managers in private equity, 共同投资私募股权, 风险资本, 房地产, and infrastructure by partnering with firms that have strong alignment with their limited partners and have generated attractive returns over several market cycles in their respective asset classes. Ultra high net worth clients of SDWMA will not receive a “model” private allocation. Our advisors work with our clients to go over five key factors (liquidity, 权重, 古董, 普通合伙人/费用调整, and strategy) and build out a sustainable and appropriate private investment allocation specified to the unique goals 和目标 of our clients.
SDWMA has worked with owners of private businesses since our inception, 以及我们在SD的同事 & Co., we have helped many families as they transition their business asset towards a liquid investment portfolio.
From individuals to couples to multi-generational families, our top ultra high net worth client families range from $35M to over $100M in assets under management. We have worked with these clients to build customized investment portfolios to meet their cash flow needs, 减轻复杂的税务负担, and accomplish their 遗产规划 goals.
sdwealthmanagement@mxappzcg.com
p:412.697.5200
f:412.261.4876
sdwealthmanagement@mxappzcg.com
p:614.621.4060
f:614.621.4062