Our Customized Approach
Private Wealth Management Tailored to Your Needs
Every individual and family has unique dynamics, goals and levels for risk. By gaining an in-depth understanding of your specific needs and objectives, your Private Wealth Advisor can help you:
- Identify your investment considerations and goals
- Create an investment strategy to guide asset allocation and portfolio management decisions
- Define an approach that considers all your wealth management goals for your portfolio and your life
While every client situation is unique, we begin by learning about you, your family and your financial complexities. What we learn helps us to formulate specific strategies and, of equal importance, it helps us customize the entire relationship to your preferences and requirements.
|FORMULATION OF TAX, TRUST
AND ESTATE STRATEGY1
After reviewing your balance sheet and existing estate plan, we help analyze your income and estate tax circumstances to identify planning techniques that may be effectively tailored to your personal and financial objectives.
|CREATION OF A CUSTOMIZED STRATEGIC ASSET
Managing significant wealth often involves developing a customized asset allocation mix that reflects risk, opportunities, and taxation across multiple entities, while integrating your investing and estate plans. This asset allocation1,2 becomes the basis for a long-term strategy formalized in your investment policy.
|INTEGRATION OF TACTICAL ASSET ALLOCATION
These short-term adjustments in asset allocations seek to take advantage of opportunities created by temporary market distortions. Before adjustments are made, we can analyze the potential impact of any taxes or trading costs on potential returns1,2.
|IMPLEMENTATION OF A CUSTOMIZED INVESTMENT STRATEGY
After comprehensive due diligence and extensive analysis of expected results across a range of market scenarios, investment strategies from our global investment platform are combined to create your portfolio. Our platform includes proven proprietary strategies developed using our worldwide resources and expertise as well as open architecture solutions by many of the world ‘s most respected managers.
|ONGOING ASSESSMENT OF YOUR WEALTH MANAGEMENT NEEDS
Coordinating with you and your outside advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
1 Pamco and its affiliates and employees do not provide tax or legal advice.
2 Asset allocation does not ensure a profit or protect against loss in declining financial markets.
Pamco and Private Wealth Advisors do not offer tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor. Investors should consult their attorney for matters involving legal matters and before making any tax or legal related decisions or implementing any strategies.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.