We are the first firm to offer a customize private wealth management solution in an automated client centered platform with a minimum account size of $25,000, normally available to investors with assets of $250,000K or greater. Our Private Wealth Management program is for the “Mass Affluent” investors (Main Street) and not just for accredited investors through traditional Wall Street firms. To bring this to market we have partnered with Milwaukee Institutional Asset Management a division of Global Value Investment Corp’s as our sub-advisor to build customized portfolios guided by value-oriented investment principles.
Whether you are one of our individual investors, our accredited investors or Institutional investors, we will build you a customize portfolio guided by unique investment solutions. MIAM plays a supporting role in the success of our clients and our business, enabling us to have a greater relationship and development with you the investor.
MIAM helps us to manage portfolios to meet the specific allocation required by our investors. Our client mandates are typically Equity or Balanced – comprised of a 50/50 allocation. The firm’s research analysts are available for one on one client meetings over the phone or in person as requested. We will provide a written investment thesis summaries that are suitable for you the client along with supporting documentation that is periodically generated to provide updates on holdings.
As stated we are the first firm to offer a customize private wealth management solution in an automated client centered platform with a minimum account size of $25,000k, normally available to investors with assets of $250,000K or greater. This unique solution gives access to individuals, business owners and institutions that meet the accredited investor criterion, while allowing us to differentiate ourselves in a field dominated by a few large mutual fund complexes, an ever growing number of ETFs, and the old 1st generation automated platforms “AKA” Robo-Advisor, which do not offer any customize private wealth management solutions to their investors.
Our solution includes:
- Portfolios hold 18-22 equity positions, and 6-8 debt holdings of size
- A go-anywhere mandate supported by global resources (US & India)
- All market caps
- Across industry groups
- Domestic & foreign businesses
- Corporate debt – both investment & non-investment grade
- Acquainted with Senior Management creating “Operational Activist” opportunity