Serving Our Clients' Needs
About Private Asset Management

For generations, wealthy families have relied on the private family office to manage their finances. Private Asset Management is the family office of today, designed to address complex financial and investment issues. We oversee the complete financial picture so wealthy families can enjoy financial security.

Private Asset Management is an exclusive group comprised of seasoned Financial Advisors. Drawing on the firm's extensive resources and relationships, we employ innovative strategies to address our client's financial goals and any special family, business and philanthropic interests.

Drawing from the deep reservoir of expertise of our team, we combine proven academic portfolio design with a thorough understanding of your values and goals to create a personal investment plan that helps you achieve financial stability and peace of mind. To each client, we bring skillful investment management grounded in a foundation of authentic concern for you.

HOW WE WORK

We believe that quantitative analysis plus qualitative research equals enlightened wealth. We offer a powerful combination of mathematical reasoning and emotional understanding.

Our passion is helping our clients to make wise and informed choices with their money. Because every investor has distinct values and goals, we begin our work by conducting a comprehensive initial assessment of each client's current financial situation and future aspirations. Using this information, we perform a quantitative analysis that enables us to determine required rates of return and to anticipate risk levels. From there, we design strategies that will optimize and diversify the portfolio in order to achieve the client's goals.

Once these strategies have been implemented, we closely monitor and measure the performance of the portfolio to ensure that it remains true to the client's long-term goals. We meet with each client on a regular basis to report their portfolio's performance, make any adjustments as needed and to answer any questions that arise. Through this close contact, we are able to keep each client on the path to reap the rewards that a scientific, disciplined and long-term approach can deliver.

OUR INVESTMENT PHILOSOPHY

We believe that money should simply be a tool-- a means to achieve the peace of mind and quality of life you deserve. With this in mind, we apply investment management techniques that have been shown over time to optimize returns while minimizing risk.

We base all our portfolio recommendations on multi-class investing, which has over 30 years of proven performance in the market place. We do not pick individual stocks. Rather, we implement investing strategies that emphasize asset class allocation and minimum trading. The result is a portfolio that aims for a solid long-term rate of return while minimizing expenses and taxes.

OUR CLIENTS

We work with clients for whom we can add significant value and make a real and lasting difference in realizing their financial goals. Our clients seek to protect and grow their assets. In order to provide a high level of personalized attention to each person, we work with a limited number of clients.

Please contact us to obtain a copy of our Informed Investor white paper.