Ategenos Private Wealth
An Exclusive Experience for
High-Net-Worth Investors
*Minimum: $1M/household
High-net-worth investors have unique needs, and the Ategenos Private Wealth solution is designed to cater to them. Our credentialed Private Wealth team will custom-tailor investment portfolios for each individual high-net-worth investor and provide ongoing portfolio and relationship management support to promote an elevated private wealth management experience.
*Availability may vary based on individual firm configuration. Services may be provided by platform sponsor and/or other applicable partners. Additionally, program minimums may vary based on firm requirements.
The Private Wealth Experience
Are you seeking investment support to meet the complex needs of high-net-worth clients? Think of Ategenos Private Wealth as an extension of your team. As an advisor, you’ll have a dedicated and credentialed Portfolio Manager to complement your practice.
The Ategenos Private Wealth team will provide support by engaging with you during the client prospecting phase. We will review existing allocations, conduct a thorough portfolio analysis, and provide recommendations that are tailored to each client’s unique needs.
Seeking to elevate the experience for your existing high-net-worth clients? Our dedicated Portfolio Managers will monitor your clients’ portfolios on an ongoing basis to suggest portfolio changes as the market environment shifts and as client circumstances develop.
The bespoke experience of Ategenos Private Wealth will not only differentiate your practice but also allow you to spend more time with clients and prospects.
Our Investment Solution
Ategenos Private Wealth portfolios leverage all available investment products and solutions while adhering to the overall investment philosophy of the firm’s Investment Committee. The custom portfolios maintain a global allocation that incorporates both equity and fixed income SMAs, ETFs, mutual funds, and alternative investments, as appropriate. Our portfolio managers leverage a curated list of strategies that have been selected for use within Private Wealth portfolio allocations, affording investors access to institutional quality asset managers.
*Additional Solutions
At Ategenos, we understand that for high-net-worth clients, portfolio management represents just a fraction of their needs. In addition to having the ability to incorporate alternative investments as part of our investment advice, we may also provide support around ongoing tax management, tax transitions, values-oriented investing, lending solutions, insurance and annuities, and trust and estate planning services. For advisors, we seek to provide education and practice management support to help expand the reach of your practice. Our goal is to provide a truly holistic wealth experience.
*Availability may vary based on individual firm configuration. Services may be provided by platform sponsor and/or other applicable partners. Additionally, program minimums may vary based on firm requirements.
Availability may vary based on individual firm configuration. Services may be provided by platform sponsor and/or other applicable partners. Additionally, program minimums may vary based on firm requirements.
