Developed to
meet the needs of High-Net-Worth Individuals, the Sloan
Private Wealth Network brings together the expertise of
some of Wall Streets leading institutional money managers
with Sloan’s commitment to client service and custom
fit solutions.
Together with a Sloan Investment
Professional, clients review their individual goals and
asset allocation needs. This process generates an in depth
investment roadmap tailored for each individual client’s
needs. The roadmap contains a detailed asset allocation
analysis which may include domestic and foreign exposure
using a variety of investment styles through the use of
individual separately managed accounts. Separately Managed
Accounts have the ability to employ customized tax strategies
allowing clients greater control over gains and losses in
order to enhance after-tax returns.
Clients receive consolidated detailed
performance reports as requested, but not less than quarterly.
These reports provide an exact measure of performance and
provide an opportunity to adjust strategies based on market
conditions, manager performance and client needs.
For more information
on your Investment Roadmap, please contact your Sloan Investment
Professional
