For uniquely successful investors there comes a time when their current investment providers’ offerings should be re-examined and analyzed.

If your portfolio assets have increased dramatically because of certain wealth creating events, your investment guidelines, costs, tax efficiency and goals need to be re-visited.

We at Family Wealth & Pension Management LLC engage as your investment advocate. Our job is to serve as your independent investment counsel. We will conduct a thorough forensic analysis of your current investment providers. Through our diagnosis we then provide you with advice to:

• Renegotiate lower fees from your current providers
• Replace mediocre performing investments with best of breed managers
• Improve tax efficiency/after tax returns
• Identify and remove inherent conflicts of interest with your current brokerage and investment houses
• Develop a coherent investment policy to help maximize returns while minimizing risk
• Monitor, rebalance and reposition portfolio assets quarterly going forward
• Seek out opportunistic strategies not being offered by your current brokerage and investment houses

If you have a portfolio of $50 million or more and are considering an independent investment advocate, contact our
Chief Executive Officer, Ian M. Weinberg, CFP®
Phone   (516) 921-8300
E-Mail   ian@familywealthandpension.com