In broad terms what we do can be divided into Investment Management and Wealth Management. What is the difference between the two?

Investment Management

Investment Manage is essentially the process of managing your financial assets with marketable securities. Investing in stocks and bonds and funds in such a way to optimize the balance between return and risk through careful diversification.

How do we design and execute a strong investment management strategy?

  • Diversification

  • Research

  • Cost Efficiency

  • Tax Efficiency

Investment Management can be further divided into the following important areas.

  • Portfolio Management and Unified Managed Accounts

  • Cash Management and Money Market

  • ESG and Impact Investing

  • Alternative Investments

  • Precious Metals

Investment Management fits under the broader umbrella of Wealth Management. Well executed investment management plan uses your financial assets as a source of return to meet your larger wealth management goals.