Pension Style Saving
While pension & endowment funds recognize the importance of diversification by including private debt and real estate in their portfolios, retail investors have a difficult time accessing alternatives to stocks and bonds. Private debt and real estate may provide portfolio stability and offset the volatility in equity and fixed income markets.
Faced with increasing interest rates, investors are struggling to find yield without increasing risk as traditional bonds no longer work. Pension and endowment funds have been shifting from publicly traded fixed-income investments to alternatives like private debt, private real estate, and private equity to enhance returns.
Our 8 Step Process
True Wealth Management involves an integrated, multilayered approach which follows a disciplined and predetermined process. Managing your net worth involves much more than your investment accounts. The 8 Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning; portfolio construction, and management; retirement income planning; trusts & estate preservation as well as risk management. The process takes our clients through six initial meetings with one of our advisory teams, followed by a meeting with a tax lawyer if necessary. Once the plan has been implemented, a structured review program is put in place that includes regular comprehensive wealth management assessments as well as portfolio reviews.
Integrated Net Worth Model
Who’s Managing My Money?
Providing access to unique institutional- type accounts which are not commonly available to retail investors allows Harbourfront to stay client-centric and focused on the best avenues for the preservation and enhancement of wealth. We act under the Integrated Net Worth Model providing advanced services beyond those generally available through accountants and investment advisors.
Contact Us
If you have any questions or inquiries for us or would like to set up a meeting, please do not hesitate to reach out. We would love to answer any questions you may have in order to help you better understand the process.
