WE LIBERATE YOU FROM YOUR FINANCES SO YOU CAN FOCUS ON THE THINGS THAT MATTER TO YOU

We provide personalized wealth management advice and planning to help our clients make better decisions to grow and manage their hard-earned capital.

A Leading Independent Wealth Management Firm

We provide personalized wealth management advice and planning to help our clients make better decisions to grow and manage their hard-earned capital. Our tailored approach provides our clients the highest level of financial confidence and security in a professional and cost-effective set up. In order to develop a suitable investment portfolio that may include traditional equities and bonds, we also consider the use of alternative investments, such as private equity, distressed debt, real estate, and gold via our asset integration approach that considers how assets interact (correlates) with other assets, rather than focusing on an asset’s individual risk and return characteristics. The use of having a wide universe of asset classes, such as alternative investments, allows us to enhance portfolio returns and reduce overall volatility. We believe every investor’s circumstances are unique and, therefore, each investor requires a unique investment portfolio that cannot be developed through generic checklists. This is why we require several in-person meetings to review documents and fully understand each client’s specific stage of life and economic circumstances, such as risk tolerance, liquidity needs, time horizon, tax considerations, legal & regulatory factors, return objectives, estate planning, and other related circumstances

Providing the highest quality fee-only financial advice, meaning we are compensated 100% by our clients and accept no commissions from third parties in return for recommending a particular investment.

Fiduciary Oversight

We work with your existing partners to compile, audit, monitor, organize, and track performance across all of your investments allowing for continual 24/7 transparency. This includes frequent and comprehensive reporting of your personal financial statements to monitor changes in net worth.

Guiding Principles

Purpose

Our goal is to become a guiding light to our clients and to positively impact their lives by providing financial prosperity and stability. This is done by working to the highest professional standards, diligence, and always putting our clients’ interests first.

Integrity and Independence

As an independent advisor, we are compensated 100% by our clients in a fee-only set-up. We are not affiliated with any investment or insurance company, and do not accept commissions or any incentives for the investment products we select.

Trust and Fiduciary Responsibilities

Our goal is to become a guiding light to our clients and to positively impact their lives by providing financial prosperity and stability. This is done by working to the highest professional standards, diligence, and always putting our clients’ interests first.

Knowledge and Professionalism

We believe investment portfolios must be tailored to the unique circumstances of each investor and this is precisely why we do not make any investment recommendations until an Investment Policy Statement is created, and then kept updated, as part of our wealth management services. In line with each client’s Investment Policy Statement, we then construct unique investment portfolios in a rigorous and methodical manner using portfolio management software and deep empirical research based on fundamental analysis to optimize returns, reduce costs, diversify appropriately across factor risks and country risks, and minimize overall portfolio risk.

WEALTH MANAGEMENT PROCESS

Our wealth management services utilize each client’s Investment Policy Statement, which provides a comprehensive assessment of the information we have gathered and outlines key criteria affecting the investment strategy. We meet with our clients to document and fully understand each client’s unique circumstances, investment objectives, risk tolerance, while considering time horizon, liquidity needs, taxes, and any other relevant constraints. Upon finalization of the Investment Policy Statement, Remark will then implement the strategy and continue to monitor the policy at least annually to ensure no changes are required. We fully believe it is essential for us to understand client expectations and goals, while also fully explaining our investment strategy, the opportunities and risks, and our approach to ongoing investment management. In order to provide added ease of mind, Remark uses an independent third-party custodian to maintain client accounts and deliver independent reporting.

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