Private Client Portfolios

MW Private Client Portfolios

At Manhattan West, we consider ourselves financial advisors in the fullest sense of the term. Our advisors have the experience and tenacity to create a solution, offering you as many options as possible to reach your financial goals. We have real-world experience at some of the world’s top financial institutions and can confidently navigate even the most sophisticated investment structures.

Pre-work and Analysis

  • Review existing portfolios
  • Articulate financial goals and concerns
  • Determine wealth transfer goals – family, charity, etc.
  • Consider time horizon, risk tolerance and future expected cash flow
  • Define long-term asset allocation strategy
  • Manhattan West possesses experience in building customized multi-asset-class portfolios using proper asset allocation models to generate appropriate risk-adjusted returns.

Implementation

  • Construct a customized portfolio with a variety of asset classes and investment vehicles
  • Implement portfolio strategy
  • Determine performance benchmarks

We constantly assess accounts and appropriately rebalance portfolios at various intervals to ensure the most efficient asset allocation.

Monitoring

  • Ensure adherence to investment guidelines
  • Enact ongoing tactical changes
  • Review monthly position updates
  • Meet with client at regular intervals
  • Review quarterly performance reports and market commentary

Ongoing evaluation

  • Communicate changes in professional/personal situation
  • Provide ongoing feedback
  • Discuss evolving investment and wealth transfer goals
  • Meet with client at regular intervals
  • Review quarterly performance reports and market commentary