Services
Investment Management
Worthview Capital provides custom advisory services to individuals, families, and select institutions. We anchor our investment philosophy on the following key tenets described below:
- Long term
Having a long term view is a distinctive advantage that sets our clients apart from other market participants. - Invest globally
Opportunities exist across the globe. We don’t restrict ourselves to one particular region. - Diversify
Diversification provides benefits throughout the market cycle. We diversify across and within asset classes. - Concentrate
Lean into opportunities that provide favorable risk-adjusted return profiles. - Active and Passive
Be unconstrained by types of vehicles. Active and passive strategies provide unique characteristics, each of which should be considered when building out a diversified portfolio. - Discipline
Maintain your investment position throughout the market cycle. - Alternatives
For certain investors, use of alternatives can provide favorable return profiles and diversification benefits to the overall portfolio.
Wealth Planning
Our services and our clients’ needs go hand-in-hand. The families we advise are at varying points in their life and stage of wealth. We’ve shaped our comprehensive planning services to address that:
- Tax Management – taxes are a complex challenge for any high net worth individual. We collaborate with your tax advisor to ensure that tax consequences are minimized through appropriate planning. In addition to utilizing tax efficient investments, we also employ a low turnover investment strategy to reduce the tax impact of capital gains.
- Retirement Planning – Our retirement planning approach is personalized and thorough. Using innovative analytical tools, we help diagnose your current financial position, and we talk extensively to discern your goals and aspirations. Then we’ll explore your options and offer recommendations for establishing a financial plan, including your investment allocation and a distribution strategy.
- Charitable Planning – charitable initiatives require the same attention as other wealth-based decisions. For that reason, we work with clients to develop a strategy to execute upon their philanthropic vision. In addition to offering perspectives around philanthropy, Worthview also assists in the management and administration of Donor Advised Funds.
- Legacy Planning – As trusted advisors, we help our clients articulate their personal life values, and translate them into the legal structures involved in realizing them. In close partnership with your legal and accounting experts, we assist in the development of personalized strategies for managing your inheritable assets.
Banking & Liability Management
As a fiduciary, we engage with our clients across every aspect of their balance sheet. Thus, banking and lending relationships are important services we seek to align with their overall wealth management strategy.
Having experience inside of a major wall street bank, we have a unique lens as to how to structure your liabilities. Working alongside our clients and outside of the confines of one particular bank, we can advise you on how to structure all of your banking and lending needs. Examples include mortgages, lines of credit (securities based and home equity), as well as more complex and non-traditional lending solutions that may be appropriate.
Over the years, we have cultivated strong relationships with several leading financial institutions, in order to position our clients for the best possible banking and lending outcomes.
Family Advisory Services
Family advisory services are designed around the unique requirements of each family. Worthview provides comprehensive in-house capabilities and solutions designed to give complex families the option to outsource specific elements of their day-to-day financial lives.
Examples of our services include:
- Outsourced CIO
- Reporting
- Property Management
- Administration
- Family Engagement
- Structuring