High net worth individuals and families have complex financial lives.  Reinhart Partners provides comprehensive Wealth Management Services in an environment that is objective, disciplined and intensely service-oriented. We focus on five distinct phases of the client relationship to provide superior results:

Understanding – A series of in-depth conversations about clients’ risk tolerance, time horizon, investment objectives and long-term plans for their wealth.
Analysis – A thorough analysis of all client assets to measure risk and test asset allocation against stated client objectives.
Design – Construction of written Investment Objective Statements that outline overall client objectives, recommended asset allocation guidelines, performance benchmarks and standards of review for each relationship and account.
Implementation – Execution of specific investment tasks to construct client portfolios that are aligned with Investment Objective Statements.
Measurement and Adjustment – Ongoing communication, performance measurement, and proactive advice to ensure that portfolios reflect client circumstances and needs