Wealth management FAQs

What is wealth management?

Wealth management is a comprehensive approach to financial planning that involves managing all aspects of a client’s wealth, including investments, retirement planning, estate planning, tax planning, and more. Our goal through wealth management is to help clients build and preserve their wealth over time.

What services do you offer as a wealth management firm?

As a wealth management firm, we offer a range of services to help our clients achieve their financial goals. These services include investment management, financial planning, risk management, philanthropic planning, and more. We work closely with each client to develop a customized plan that meets their unique needs and goals.

How are your fees structured?

Our fees structure is based on the typical hedge fund pattern. We have a 1/50 structure with 1% fees over total AUM per year and 50% of the net profit earned over any transaction. We are transparent about our fees and provide each client with a detailed fee schedule before any services are provided.

How do you manage risk?

Risk management is an important part of our investment strategy. We work closely with each client to understand their risk tolerance and develop a customized investment plan that balances risk and return. We also use a variety of risk management tools, such as sharpe ratio, sortino ratio, asset allocation and correlation, and portfolio rebalancing to help minimize risk.

How often will I receive updates on my portfolio?

We provide regular updates to each client on their portfolio performance and information can be accessed post login to your account. Any major changes to the investment strategy are communicated to the clients. We typically provide quarterly reports, but we are available to provide updates more frequently if needed.