80 Business Park Drive
Customized, Sophisticated Solutions that Make Your World a Simpler Place
Experience matters. Many clients require the same caliber of skill and sophisticated solutions as institutions. We strive to be effective and efficient at addressing many financial issues, not just those that have to do with asset management and investments. At Skyarch, we offer access to specialists who provide banking and investment services that are important to you and your family.
While most clients with substantial wealth have similar needs – wealth preservation, consistent cash flow and transfer of wealth to the next generation – we customize strategies to give you an opportunity to take advantage of the complex and dynamic financial landscape.
When designing these strategiesfor you, we will first determineliquidity needs, then stress-testyour portfolio in ways that helpus determine your risk tolerance.Using this knowledge, we mayrecommend the use of diversifiedinvestments geared to reduce riskfor the portion of your portfolioaimed at preserving wealth andmaintaining your lifestyle
Additionally, we could includelow-correlated asset classessuch as commodities, globalfixed income and nontraditionalinvestments. We may also seekmarket out-performance bybalancing risk and return withdomestic equities, developedinternational equities and highyield bonds.
A portion of your portfolio canbe earmarked for aspirationalwealth. We take measured risk topotentially enhance your return,using vehicles such as privateequity and other opportunisticinvestments. If appropriate, wecan incorporate discretionaryinvestment models to enhanceyour cash flow strategies meantto generate additional income.