Professional athletes present unique challenges for financial advisors.  Advising professional athletes who have public profiles, significant financial success and relatively short careers requires skill, experience and dedication.  Jon Hayes and the members of the Pro Sports Division at Reinhart Partners have over 30 years of experience working with professional athletes.  Their mission is straightforward:

First, combine outstanding investment performance and below average investment risk with a deep understanding of the sports business;
Next, satisfy the client’s investment objectives to put them in the best position for a lifetime of post-career financial security.
Finally, focus on objective goals while providing honest, uncompromising and direct counsel to the client on a proactive basis.

Reinhart Partners structures client relationship teams that can respond to unique circumstances and help clients make consistently sound decisions. As with all of our Wealth Management clients, we focus on five distinct phases of client relationship:

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 need