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Private Client Overview
   
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We offer Private Clients, personalized, multi-asset, global "managed account" services at fee levels less than mutual funds. Portfolios are widely diversified, low-risk, and tax efficient compared to traditional "stock selection" and mutual fund services. Individualized Private Client portfolios are structured to maximize return and minimize risk through active asset allocation, selection of country, region, industry and currency.
We exclusively use "listed diversified portfolios" (ETFs) to create global portfolios for private and institutional clients. To learn of the advantages of employing "listed portfolios" in building diversified portfolios, see the article "Introducing i-WRAPs™: The Future of Investing."
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