Asset management process

At Choreo, we believe a well-designed portfolio is goals-based, thoughtfully allocated, globally diversified, risk-focused and delivered in a disciplined manner. This approach approach is intended to add value and reduce risk, simplifying your financial life and freeing you to enjoy the true wealth of life.

Client Profile Goals

As you progress in your life’s journey, we’re there to understand your needs and help you make the right decisions for you and your family.

Integrated wealth management

  • Goal setting and prioritization
  • Position towards financial independence
  • Cash-flow planning
  • Income and liquidity needs
  • Asset protection and insurance needs
  • Wealth transfer and estate objectives
  • Education planning

Preferences and customization

  • Total portfolio management
  • Solutions tailored to match your personal needs
  • Time frame and implementation
  • Portfolio implementation tools and strategies
  • Understanding of your unique tax situation
  • Concentrated positions

Portfolio Design

When it comes to investments, we help you control what’s controllable – fees, taxes, and your allocations – as you move toward the future you seek.

Strategic asset allocation

  • Globally diversified investment portfolio
  • Exposure to global equities, global fixed income, real assets and alternative investments
  • Risk-budgeting approach
  • Investment policy statement (IPS) provides a framework for each client

Manager selection

  • Extensive research and ongoing due diligence process
  • Seek investment managers with solid track record, disciplined and consistent investment approach, strong management
  • True open-architecture platform; objective and unbiased

Portfolio Management

Our tax and accounting heritage has us focused on not just how much you make, but how much you get to keep, tracking dollars for fees, taxes and performance.

Implementation and management

  • Broad array of solutions
  • Our overall scale allows us to offer certain advantages that others may not be able to offer
  • Ongoing review and rebalancing in a tax-conscious manner
  • Consolidated performance reporting
  • Proactive communication

Portfolio tax management

  • Access to tax professionals
  • Asset placement for tax efficiency
  • Deferral of gains and harvesting of losses
  • Tax-efficient managers and vehicles
  • Integration with income, estate and charitable plans

 

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