Investment Management
A Portfolio as Personal as You and Your Family
We provide deep insight into substantial family portfolios by considering what you are trying to accomplish with your wealth. We begin by listening to you and understanding your investment profile. We dive into the return potential, volatility, tax basis, and liquidity of your current holdings, which may include business assets and private investments. Through a research-based process we recommend any adjustments that will help manage risk and reward across multiple market cycles. We align your portfolio structure to consider your near-term requirements as well as focus on long-term results and can coordinate your strategy with assets you may hold at other advisors.
A Balanced Approach to Investing
Formalize Your Investment Parameters
We develop your investment plan through in-depth analysis that considers risk tolerance, liquidity needs, fees, taxes, and your time horizon.
Construct Your Portfolio
We manage your traditional and alternative investments leveraging our extensive experience in evaluating, selecting, and working with traditional and alternative managers.
Investment Reporting
We provide an extensive array of reporting on all of your assets, whether managed by our team or elsewhere, to give you a complete picture and evaluation of your investment allocation and your investment performance.
Investments Curated Just for You
Asset allocation and asset class selection are critical to constructing a portfolio that can help you and your family achieve your legacy. Thoughtfully selected investment solutions help ensure that your portfolio aligns with your unique needs and goals. Our process is broad, considering holdings that may be a result of your business as well as concentrated positions that have emerged over time. We will review your current holdings in real estate that are owned personally as well as through business structures.
Public Markets
We consider a range of traditional investments, including passive and active, tax-efficient, direct investments, pooled vehicles, and separate account managers.
Private Markets
We have a deep understanding of how private investments can enhance returns as well as reduce risk for clients who can invest without pressing liquidity concerns. The Diederich Perez FO team has its own group of dedicated private investment professionals, who apply an institutional research process to carefully find, analyze and curate bespoke private investment opportunities that we present to you on a regular basis.
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