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September 13, 2021

Investment Management

Protect and grow your wealth through a customized portfolio that takes into account financial, tax and legacy planning matters.

Service Offerings:

Outsourced Chief Investment Officer

  • Access a seasoned investment team with significant resources and expertise
  • Develop and maintain an investment policy statement with your input to guide all of your investment decisions
  • Structure portfolios and recommend investments based on strategies and manager selections customized to your specific needs
  • Construct multi-asset investment portfolios focusing on high quality, best–in-class managers, cost efficiency and after-tax returns

Reporting & Administration

  • Schedule regular meetings with you to establish a productive dialogue and ensure proactive planning to meet your expectations
  • Generate consolidated reporting that promotes transparency and a holistic review of your investments
  • Simplify administrative burdens related to new accounts, wire transfers and investment documentation
  • Coordinate with your other advisors as required to ensure effective implementation of your financial plan

Proprietary Solutions

  • Pursue diversification from traditional investment strategies with lower minimums and less complexity than direct investments
  • Access proprietary investment vehicles that facilitate exposure to compelling alternative investment opportunities
  • Complement traditional portfolio allocations with less correlated alternative investment strategies in:
    • Hedge funds
    • Private equity secondaries
    • Special opportunities

To learn more contact:

Robert Wedeking
Chief Investment Officer,

Susan W. Sofronas
Managing Director,