As your investment advisers, our job is to take on every aspect of your portfolio’s investment objectives. We help take the guesswork and stress out of the investment process and support you in achieving your investment goals. We design, build and manage your individual custom portfolio; we monitor its performance and rebalance its allocation on a regular basis based on its ongoing investment policy statement. Sometime we come in as your portfolio consultants in order to complement your existing investing approach. We meet with our clients and advise them on investment strategies, taking into account a client’s needs, risk tolerance and long-term goals. We keep a close relationship with clients so that we can monitor their investments, creating both quarterly and comprehensive annual performance reports. We strive to meet with our clients at least once a year to review and update their investment strategies and portfolio rebalancing if necessary.
For our niche institutional clients such as family offices, charitable organizations, insurance companies, pension funds and endowments; we deliver our advisory services in two ways. We serve them either as external investment managers where we implement active asset management following their investment mandate; or as internal managers where we supplement their in-house investment division in consulting capacity as strategic advisers.
The experienced professionals in our Corporate Services team have the resources and expertise to help your growing business design a strategy to achieve its goals. Our advisory approach is personal and distinct to your needs. Your Elevenheimer advisors have access to a team of experts who can navigate the best practices for corporate executives, such as utilizing 10b5-1 plans, executing block trades or establishing a share repurchase program.