Monday, 01 April 2013 22:49

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We offer a broad array of wealth management services plus, for investors with more than $10 million, enhanced family office solutions.

 

Wealth Management
 
    Investment Management       Family Office Solutions  
 
Hard
Assets
The Preservation Fund
  Financial
Assets
Global Equities and Bonds, including Tactical Strategies
  Unique Private Opportunities Iridius Capital      

 

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Read 229513 times Last modified on Wednesday, 12 June 2013 18:58
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Investment Management

We offer an array of investment solutions for clients ranging from high net-worth investors to family offices and foundations.  Wealth management includes both the holistic management of an entire portfolio as well as management of individual components including:  Hard Assets, Financial Assets (Global Equities and Bonds, including Tactical Strategies) and Unique Private Opportunities.  Unique Private Opportunities are offered through our strategic alliance with Iridius Capital as well as through other private investment firms and family offices.  Our clients also benefit from access to our network of third-party service providers.

Family Office Solutions

For clients with at least $10 million of investable assets, we enhance our wealth management offerings by serving as our client’s trusted confidant, providing holistic advice and planning services. For this select group of clients, we develop an intimate working relationship with their family to design services to meet their specific needs and objectives.  Such services may include wealth planning and capital sufficiency projections, gift planning, securing preferred lending arrangements, and providing education and investment management for heirs. WindRock can also assist in coordinating their financial team of advisors including their estate attorney, tax accountant and insurance provider etc. to ensure that a client’s entire advisor team is working in harmony for the best client experience.

Hard Assets

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. Our hard assets may constitute a diversified mix of assets in the following categories:

 

Hard Assets

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. Our hard assets may constitute a diversified mix of assets in the following categories:

 

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.

Unique Private Opportunities

Investors’ immediate challenge today is finding reasonable returns in a world of compressed interest rates and overvalued markets.  We believe investors can take advantage of unique investment opportunities that offer compelling returns today.  Our strategic partnership with Iridius Capital provides select investors with unique opportunities in real estate, cross-border international investments and specialty financial services.    Currently, Iridius Capital is focused on hybrid rental real estate, developing all-rental communities that deliver a single family home experience.

Unique Private Opportunities

Investors’ immediate challenge today is finding reasonable returns in a world of compressed interest rates and overvalued markets.  We believe investors can take advantage of unique investment opportunities that offer compelling returns today.  Our strategic partnership with Iridius Capital provides select investors with unique opportunities in real estate, cross-border international investments and specialty financial services.    Currently, Iridius Capital is focused on hybrid rental real estate, developing all-rental communities that deliver a single family home experience.