The overall gestalt of wealth management calls for perfect symbiosis of various aspects of our practice. We must ensure that all aspects of your wealth perform in tandem with each other.
In terms of investment, our service means so much more than just ensuring your portfolio holds the correct stocks and bonds in the right balances. We oversee the activities of the mutual fund managers we retain to manage investments in assets we feel their specialization is better suited to than our own such as retirement accounts.
We must also ensure that your other, perhaps more illiquid assets are optimally positioned and working for you as efficiently as possible – this includes real estate.
Wainwright Marks Management professionals are at the very heart of this approach and it is their function to:
Difficult as it may be for some to agree on what represents the best approach to investing, ultimately, the overarching aim is to emerge from a venture with more than that with which one enters having exposed one's capital to as little risk as possible.