Who is on your winning team?
If you have substantial financial assets, you need an independent advisor, just as much as you need a trusted doctor or lawyer or tax accountant. We add value beyond your existing bank or broker relationships, we do not replace them. So we can help you get more rewards out of your relationships with big banks or brokers, such as Merrill Lynch, Morgan Stanley, Credit Suisse, UBS, Schwab etc.? If you don't have such accounts, we can assess your needs and advise you on where to open one for the safe-keeping of your financial assets.
The big banks and brokers offer robust investment infrastructure, like custody, security, online execution and in some cases access to alternative products (like hedge funds, private equity, structured products). Further, for adventurous high-net clients who want to pursue high risk-return levels, they offer margin facilities for leverage and structured lending.
However, our investment advice is better because it is truly independent and strictly research-based, not speculative or commission-based. Thus, we complement the strengths of your bank and broker. Since we are independent specialists paid by you alone, and since we have first-hand inside knowledge of how banks really work, we help you extract the maximum value from your banking and brokerage relationships at a total cost that might be lower than you currently pay.
At Smart Alternatives, we believe our independent approach and pledge of allegiance adds great value beyond the big investment platforms, who we are happy to partner with. We offer additional value in the areas of portfolio construction, risk management, rebalancing and more. By combining our unique two-pronged min-max investment process, together with the infrastructure of a big bank or broker, you get the best of both worlds, i.e., trusted independent advice up front, backed a robust big-bank or big-broker execution platform.
OUR SERVICES
INDIVIDUALS
We build you a world class investment portfolio which maximizes Return and Resilience and simultaneously minimizes Risk and Cost. We will balance your ambitious investment goals with your risk tolerance, income requirements and other objectives.
We design and implement the investment portfolio and continue to regularly monitor and manage it.
We act in the capacity of an authorized external manager working in partnership with your existing or new bank or broker.
We can tailor your portfolio to maximize income or capital growth or a mix of both.
We will regularly send you independent, comprehensive and aggregate reports on your investment performance which will give you a true snapshot of your wealth.
These reports will be in addition to the on-line access and regular reports that you will receive directly from your banks or brokers.
FAMILY OFFICES
If you operate a family office which already has some investment expertise we can supplement it with advanced skills and techniques which include:
risk scoring
efficiency analysis
stress-testing
what-if scenario analysis
attribution analysis
leverage analysis
manager reviews
new investment due diligence
other custom analysis
If you do not have investment experts on your team we offer full service portfolio construction, management and monitoring capabilities in partnership with your existing or new banks or brokers.
INSTITUTIONS (ENDOWMENTS, PENSION FUNDS, CHARITIES)
As a small institution, you want to extract the best return and cash flow from your portfolio but without compromising on risk or resilience and with the most efficient cost structure.
We can administer your investment corpus either in its entirety or partially. We can tailor our investment process to achieve your priorities, be they income maximization or long term capital growth or a mix of both.
As a independent adviser working in partnership with your existing or new banks or brokers, we can ensure the interests of your donors and trustees are fully protected with the highest efficiency.