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: