Custom Portfolios and Second Opinions -
critical for wealth building and conservation
We recognize ALL aspects of your assets, liabilities, and goals.
Within that broad approach, “Core” and “Satellite” elements are frequently employed.
Core holdings are commonly represented by low-cost, broad exposure to well-known asset classes. Satellite strategies, depending on the circumstances, could be private equity, private placement life insurance, premium financed strategies, real estate, or hedge funds.
Complimentary Investment Portfolio Review
A second opinion is wise for portfolios that have not materially changed in quite a while as well as concepts newly introduced to you. Please complete the form below or contact Alex Martin at 248-854-1696.