Asset management for high net worth individuals
High net worth individuals require attention to detail and hands-on asset management. You’ve worked hard at growing your net worth, and you’re considering the best way to protect and continue to increase your assets. With hundreds of thousands or more to invest, like many of our clients, you may view yourself as the “millionaire next door.”
As a high net worth individual, you deserve a manager who offers more than just stock picking. James River takes a holistic approach when it comes to asset management, and can help you move up to a professionally managed, globally diversified portfolio with better risk management and tax efficiency. At James River, your portfolio is tailored to your specific needs, taking into account your investment objectives, time horizon for your assets, cash flow needs and other factors specific to you. Plus, we offer a flexible approach, meaning your portfolio strategy can be adjusted based on our forward-looking views of market conditions.
We realize you may also need to factor real estate investments, business ventures, and other complex elements into your financial plan. Part of asset management at this level is communication among advisors. We can work with your attorney or CPA to ensure your assets are protected and positioned to grow. Together, we can offer well-rounded financial advice that looks at the bigger picture. From tax consulting to estate planning to charitable contribution strategies, we provide valuable coordination, guidance and insight into the many areas of asset management.
Our ability to act as a fiduciary allows us to take in all the details of your finances and develop a well-rounded plan that promotes your best interests. We are not brokers, we do not sell any financial products, nor do we charge commissions for trades. Our transparent fees are based on the value of your account. This means when you grow, we grow. So you can rest assured knowing that our interests are aligned with yours, and that your growth is truly our number one priority.