In a dynamic economic environment, managing your investments can be complex and time-consuming – even more so for high net worth individuals and their families.
That’s where WealthBridge can help. We will sit down with you and take the time to understand who you are, the challenges you face and what you aspire to.
With this deep understanding, we will create an Investment Policy Statement (IPS) that carefully documents your investment goals, personal objectives, risk tolerance, income needs and tax situation.
Before investing your money, your IPS will serve as a roadmap for our experienced and accredited portfolio management team. They will use it to manage a highly customized, discretionary portfolio that matches your specific investment objectives.