The answer lies in a philosophy that places a premium on smart, proactive management techniques, proven quantitative models and plenty of personalized attention. When you choose 1650 Wealth, you receive all the advantages and benefits of:
Extensive Diversification with Tax Mitigation Strategies
Our investment approach is similar to that of major endowments and large pensions. We extensively diversify our clients’ portfolios among various asset classes including: domestic and foreign stocks & bonds, commodities, currencies, hedged investments, real estate investment trusts (REIT’s) and structured investments. We take pride in creating and implementing custom, comprehensive investment management strategies, designed to grow and protect our clients wealth, while employing tax minimization strategies.
Institutional Class Investments
We utilize institutional share class mutual funds, exchange traded funds (ETF’s) and custom created structured investments from world-class financial institutions. Many of the investments we utilize have $1-$5 million minimums; however we have the ability to combine our clients’ assets to access these low cost, high minimum investments, resulting in a significant cost savings for our clients’.
Independent and Objective Investment Advice
As an independent firm we have the ability to select from hundreds of thousands of investment products, utilizing only those which best meet our clients’ needs. Our clients’ can feel confident that our investment advice is 100% objective, as we aren’t constrained to utilizing investment products that are “corporate mandated”.
Registered Investment Advisor with a Fiduciary Duty
As a Registered Investment Advisory firm, we are held to a higher fiduciary standard than a brokerage firm. We are required by law to act in the best interest of our clients’ at all times and to put the interests of our clients’ ahead of our own. With a fiduciary duty, our clients’ have the assurance that our strategies and services are of the highest integrity.
Experienced and Board Certified
Our investment advisors have earned the Certified Financial Planner(CFP®) designation and are licensed practitioners with nearly 20 years of private wealth management experience. The clients’ we service include affluent families, professionals, small business owners, corporate executives, attorneys, doctors, retirees and trust beneficiaries.
We are committed to a fully transparent culture that places our clients’ financial interests first. We do not receive sales commissions from trades or selling financial products. We do not accept referral compensation from third parties. We only receive a management fee for managing our clients’ accounts, so our interests are always aligned. Your success is our success.
Our clients’ assets are held at either Charles Schwab or TD Ameritrade with 24 hour online access to their accounts. Accounts always remain in our clients’ names. We merely possess Limited Power of Attorney which allows us to make trades on behalf of our clients.
Personal Financial Website
Our clients’ have complimentary access to their own custom personal financial website which provides a consolidated view of their entire financial household, with daily account updates, alerts and net worth reporting. Click link to learn more: Personal Financial Website