We offer Wealth Management services for well informed and knowledgeable families looking to make responsible choices within a highly analytical financial decision making framework. We help families better understand and manage their balance sheet in conjunction with their life and net worth objectives.

Wealth Management services can be delivered in a customizable manner based on client preference and includes balance sheet management, monetization process analysis and financial modeling using the same quantitative methods and statistical techniques successfully applied as a portfolio manager and financial analyst.

Our Wealth Management Reporting Cycle includes the following output:

1. Balance Sheet Analysis (Quarterly)

2. Monetization Process Analysis
   (Cash Flow)

3. Performance Measurement and Risk Analysis (Monthly)

4. Financial Modeling and Net Worth Simulation (10 and 20 years)

Our Portfolio Performance Reporting Cycle includes the following metrics:

1. Composite Value, Asset
   Allocation and Total Return Series

2. Composite Cash Flow
   Report (monthly)

3. Account Asset Allocation
   and Sector Analysis

4. Account Total Return Statistics
   (monthly series)

5. Account Risk Statistics
   (monthly series)

6. Stock and Bond Benchmark
   Total Return and Risk Statistics

Also in select situations we will undertake a project assignment where our quantitative and analytical expertise can assist a family with specific financial management decisions.  Project fees are negotiated based on deliverables.