Portfolio Management

Portfolio Management

We offer Discretionary Portfolio Management services to our High Net Worth clients and their families. With Discretionary Portfolio Management, the buy and sell decisions are made by the Portfolio Manager (PM). The PM operates within your customized Investment Policy Statements’ guidelines as determined through an in-depth discovery meeting and planning process. Investments can include both prospectus and prospectus-exempt products, including access to alternative asset classes such as hedge funds and real estate. We offer three flagship model portfolios. The model portfolios have been designed to account for the different risk tolerance and time horizons of our clients.

Jason Del Vicario is a CFA charter holder and licensed Portfolio Manager with over 18 years of investment management experience.