Asset Management
Asset Management
Element offers access to sophisticated wealth management solutions for clients by identifying and providing access to best-in-class managers and innovative investment strategies.
Services include:
- Asset allocation
- Asset ownership
- Asset selection and implementation
- Separately Managed Accounts
- Private Placement
- Alternative Investments
- Performance and portfolio monitoring
- Evaluation of portfolio tax strategies
- Coordination with clients' other financial professionals (investment, legal, and accounting/tax professionals)
Other Practice Areas: