Achieving financial success is a complex and confusing process to even the most experienced investor—one that requires a significant amount of time, knowledge and resources. Many high net worth individuals demand a different investment approach, one that elevates their portfolio beyond one-dimensional product strategies and leverages the experience of professional investment advisers.
Our professionals serve as counselors to individuals seeking advice on personal financial planning and wealth preservation. These professionals help clients make investment decisions based on investment goals particular to an individual’s financial situation.
Our array of investment advisory services includes:
- Advising investors of the tax consequences associated with investment products recommended by the client's money manager or based on the tax attributes of the particular portfolio (e.g. private foundation, charitable trust, personal portfolio, trust for the benefit of children, etc.)
- Providing clients with assistance in the selection and retention of money management firms
- Helping investors choose the right mutual funds for their portfolio using independent, analytical tools to assist in making these decisions
- Presenting clients with investment performance reporting on both a fund and portfolio basis
- Assisting clients by reviewing their asset allocation decisions using modern portfolio theory
With literally thousands of investment vehicles to choose from, investors must manage their financial planning ever more carefully. We do not sell products, manage assets or earn commissions. We offer an analysis of individual financial needs and investment strategies.
Our investment approach
Our dedicated team of financial advisers working through PricewaterhouseCoopers Investment Advisers LLC, the SEC registered investment advisory affiliate of PricewaterhouseCoopers, work with individuals, their trusts, family partnerships, foundations and corporate pension plans (defined benefit and defined contribution plans) to help them develop investment plans which includes advice on your asset allocation and the evaluation of mutual fund and money manager performance. Our team works closely with your money manager(s) to ensure that the goals and objectives of your portfolio are being properly implemented.
We follow a defined process to increase the probability that you will meet your financial objectives. We integrate tax planning, risk management, and investment strategy and implementation into a strategic investment plan that reflects financial goals and risk tolerances.
