Service Offerings
Consider Strategic Wealth Management Advisors, LLC as your outsourced Investment Office, composed of credentialed investment professionals with extensive experience in designing, implementing, and monitoring investment programs for taxable and tax-exempt investors.
- We thoroughly assess economic, fiscal and monetary policy, valuation, capital market, regulatory, and risk factors to formulate prudent and timely asset allocation and manager recommendations.
- We custom-design every portfolio to clients' specific needs and circumstances, integrating tax, liquidity, leverage, and wealth transfer considerations.
- We conduct extensive due diligence on all investment recommendations.
- We continuously challenge and stress test investment programs to ensure the highest degree of portfolio risk management. We provide comprehensive and transparent performance reporting.
Risk Based Portfolio Management
- Consultation on existing strategies
- Creation of investment policy statement
- Design of strategic asset allocation
- Management of investment program
- Provide risk analysis and performance reporting
- Portfolio construction and selection of "best in-class managers"
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Wealth Planning
- Net worth tax analysis
- Insurance and risk management
- Estate and gift planning
- Business Succession and Exit Strategies
- Integration of tax strategies with investment, wealth transfer, gifting, insurance, and education plans
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