| Asset Allocation |
Your portfolio manager will recommend a customized asset allocation strategy based on your goals and personal situation. We manage your assets accordingly, with an eye toward enhancing returns or reducing risk through tactical adjustments. |
| Portfolio Analysis and Design |
Working with existing investments or starting anew, our portfolio management team will construct a well-diversified portfolio consistent with your risk profile. We’ll be mindful of the intricacies of your estate plans while appropriately aligning your assets in the most tax-advantageous vehicles. |
| Tax-Efficient Strategies |
Your portfolio manager will discuss a variety of potential methods of enhancing after-tax returns. He may suggest the use of tax-efficient investments, tax-advantaged accounts (e.g. IRA’s) and tax-loss harvesting, working collaboratively with your tax advisor, if needed. |
| Investment Selection |
NexTier’s exclusive and highly objective investment selection process seeks to find the best investments and managers across the globe. Both qualitative and quantitative factors are considered, and the screening process is repeated monthly to ensure that recommended investments continue to perform up to our highest standards. |
| Investment Classes |
As an independent wealth manager, NexTier is not bound by proprietary investment products, enabling your portfolio manager to freely utilize a variety of investment vehicles. These may include individual stocks and bonds, mutual funds, separately managed accounts, international investments, and alternative investments. Your personal tax situation and preferences play an important role in investment selection. |
