High-Net-Worth Individuals

Monroe Vos provides experienced investment counsel to high-net-worth individuals. We develop an investment strategy customized to your needs.

High-net-worth Individuals are challenged to find expert, non-conflict investment counsel. Most individuals lack a disciplined approach to investing and the ability to find money managers.

High-net-worth Individuals have tax issues that must be considered in their investment program.

We identify with You.

Monroe Vos treats all high-net-worth Individuals as unique institutional clients by using disciplined processes and also customizing the investment portfolio to reduce taxes, manage portfolio risk, and improve performance.

Monroe Vos meets regularly, face to face, with high-net-worth clients to review performance and monitor any adjustments to the portfolio created from changes in the client goals or the market.

Monroe Vos works with your estate attorney and your accountant to complete the team that serves your financial needs.

Consulting services for High-Net-Worth Individuals includes:
• Investment Policy Development
• Asset Allocation Study
• Asset Optimization
• Spending Policy Study
• Tactical Asset Allocation Strategies*
• Manager Search/Due Diligence*
• Alternative Asset Search / Analysis
• Custodian Search*
• Transition Management
• Performance & Risk Measurement
• Investment Policy Comparison*
• Cost Analysis*
• Custody and Client Allowance
• Custom Projects

* Monroe Vos believes that the process it utilizes in these services is unique to the financial industry.