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Strategic Planning

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management *strategies. We then identify investment opportunities to help our clients reach their objectives. We complement these services with robust execution capabilities and attentive client service.  Where appropriate, we introduce our clients to the broader network and resources of institutional investment companies. 

Strategic Asset Allocation

Balance investment opportunities among a wide range of asset classes. Employ an approach to asset allocation based on a quantitative framework that measures the trades-offs between risk and return thereby enabling us to provide the appropriate level of portfolio diversification. Throughout the year, recommend tactical shifts within a portfolio in order to capitalize on current investment opportunities.

Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Portfolio Construction and Rebalancing

Develop a thoughtful, step-wise plan to implement the asset allocation best suited to a client’s needs. Taking into account current market conditions and economic trends, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments.

These services are offered by K. Thomas Hutt through his affiliation with Avantax Investment Servicesâ„ .