Investment Advisory Services
Sophisticated and unbiased investment advice is a cornerstone
of Tilton Asset Management’s investment advisory
services. In order to build and protect their wealth,
affluent families value investment advice with three
fundamental characteristics:
SOPHISTICATION: Tilton Asset Management
is driven by client needs, not product sales or proprietary
services, so the firm gains access to the very best
asset managers and investment products, both conventional
and unconventional. The firm’s dedicated investment
specialists have extensive experience dealing with illiquid
and alternative assets, including private equity, real
estate, separate account management, ETFs, mutual funds
and hedge funds. Our strategy is not bound by obligation
or tradition, so portfolios are structured to minimize
risks while protecting capital.
NO BIAS: Tilton Asset Management
serves as an investment consultant and a “manager
of managers.” The firm does no pick stocks although
it manages stocks (or other concentrated holdings) that
clients have accumulated thru various means like employer
equity. Tilton Asset Management accepts no payments
from money managers - the firm’s sole source of
revenue is client fees. This approach supports an open-architecture
environment which offers the largest selection of securities
as well as the flexibility to adapt to changes without
incurring further fees.
PERSONALIZATION: Wealth families
vary greatly in their tax situation, estate plans, risk
tolerance and investment experience and expectations.
Many have complex entity structures that require distinct
investment policies. Tilton Asset Management delivers
a personalized investment plan that minimizes overall
costs and investment risk while optimizing investments
performance relative to that risk. Our strategy is an
ideal setting to integrate investment advice with tax
planning, charitable planning, and other financial planning
services, so clients can achieve their goals.
Tilton Asset Management’s investment strategy
has a three step on-going process:
STRATEGIC PLANNING: Tilton Asset
Management tailors a unique investment strategy for
the client and each family entity by identifying their
objectives and constraints. This includes assessing
risk tolerance and investment returns expectations,
recommending a strategic asset allocation, and writing
investment policy statements.
EXECUTION: Our firm puts each client-approved
investment program into practice by recommending investment
managers for specific assets consistent with the investment
portfolio composition; selecting alternative investments;
balancing between active and passive management; structuring
portfolios for income and estate tax efficiency; negotiating
favorable terms and fees for portfolio implementation,
custody and brokerage, and; strategizing tax-efficient
ways to diversify any concentrated equity positions.
MONITORING AND REPORTING: Tilton Asset
Management provides ongoing investment program oversight
by supervising compliance with investment policies;
measuring investment performance; evaluating investment
managers and performance attribution, and; preparing
regular investment reports and performance appraisals.
Tilton Asset Management’s professionals are highly
qualified to manage complex investment challenges and
cutting-edge strategies. Investment education and communication
are tailored to each client’s personal preferences
and level of sophistication. Clients and their families
access Tilton Asset Management’s expertise through
a lasting advisory relationship built on responsiveness
and trust.
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