With substantial wealth also comes significant complexity. Clients need an advisory firm that can first understand their unique circumstances, help them to organize and plan for their goals, and then implement a portfolio utilizing a broad range of investment strategies.
Detailed Financial Planning implemented with a limited selection of investment strategies does not solve the problem. Having a long list of possible Investment Strategies absent an overall plan for how these strategies will work for you creates additional complexity without a real solution.
WEALTH MANAGEMENT SERVICES and INVESTMENT STRATEGIES
We believe the combination of Wealth Management Services and providing a broad range of Investment Strategies through one integrated firm provides the best overall solution for clients. This is the Freestone approach.