Given the fact that no two High Net Worth individuals have identical needs, a custom designed portfolio is a must. Each client of The Private Client Group receives a portfolio designed to meet that client's unique needs. Perhaps you are looking for an aggressive portfolio or one that will take your tax status into account, or maybe your needs actually change over time. Your portfolio should reflect the changes in your life. A key to building wealth is making your money work harder for you than you do for it.
Investment performance is an important concern of all investors.
Our investment philosophy emphasizes the importance of compounding long term capital growth while protecting clients from downside volatility during adverse markets. Depending upon the clients' individual needs, we actively manage the allocation of assets between stocks, bonds, and cash based on the risk and return expectations for each asset class, while smoothing out the returns. Our Investment Policy Committee uses several proprietary models in conjunction with years of industry experience to determine the optimal allocation. The portfolio contains a widely diversified list of stocks. Our Clients Our clients have several things in common.