Menu
Menu
Our investment consulting services cater to advisors who prefer actively participating in the investment process and have the capacity to do so. We seamlessly integrate into your team and assist with your fiduciary duties.
Tailored advice for your portfolios, encompassing personalized insights and guidance in strategic asset allocation, tactical deviations, security selection, risk management, fee optimization and tax harvesting.
Access to a wide range of investment solutions, including stocks, ETFs, bonds, mutual funds, tax efficient strategies and alternative investments.
Portfolio strategies constructed and overseen by Métier's team of investment professionals.
Continual oversight and evaluations of core portfolios to ensure appropriate asset allocation, portfolio composition and risk mitigation.
Lead investment committee sessions, oversee reviews, and instruct your advisors on portfolio adjustments to enhance client communication efforts.
You retain ultimate control over investment decisions as well as the degree to which you utilize Métier to meet day-to-day investment needs.
Métier serves as a sub-advisor for your client assets. We drive the investment decisions and portfolio management process. This arrangement is ideal for advisors who prioritize their focus on planning and/or managing their businesses while seeking assurance that a consistent investment process is being applied.
Directly managing client assets, we create portfolios aligned with their risk tolerance, financial goals, and market conditions, providing continual adjustments for optimal performance.
Continuous monitoring and adjustment of investments to seize opportunities and adapt to evolving economic landscapes.
Catering to Ultra-High-Net-Worth Individuals with strategies tailored to their specific preferences and requirements.
Assessing and integrating, where appropriate, alternative investment options like private equity, real estate, commodities, and hedge funds for diversification and potential risk-adjusted return enhancement.
Structuring investments with a focus on tax efficiency, considering capital gains, income taxes, and other implications for optimized returns.
Let’s spend some time exploring how we can help you expand your practice!
Copyright © 2024 Métier Capital, LLC All rights reserved.