Wealth Management –
Individuals and Families
Philosophy | Process | Case Studies
Philosophy
Reinhart Partners Wealth Management offers a full spectrum
of services from basic portfolio management to comprehensive wealth management planning. Wealth management services include:
- Risk Tolerance Assessment
- Portfolio, Scenario, and Fee Analysis of all client investments
- Investment Management
- Importantly, investments are coordinated with
- Closely-held stock, alternative assets, real estate
- Charitable giving plans, life insurance
- Tax Considerations
- Estate planning
Each Investment Plan is Comprehensive and Unique
- Process with a complete set of questions about the client's financial needs
- Extensive analysis of risk tolerance and correlation of assets
- Coordination with your other financial professionals including attorney, accountant, and banker
Proactive and
Service-Oriented Philosophy
- Limited number of clients and proactive management of each client's assets
- Quarterly reviews
- Ongoing analysis and communication
- Weekly Economic and Market Update
Consistent Conservative and Long-Term Approach
- Wealth preservation is appropriately balanced with growth
- Proprietary equity and fixed income strategies with focus on above average return with lower volatility
Interests Totally Aligned
with Our Client's Interests
- Reinhart does not sell any products or accept any commissions or outside fees
- With client choosing an independent third party custodian, the client maintains ultimate control of the assets
- No additional fees for Reinhart managed Portfolios; external managers are chosen after extensive due diligence
Emphasis on Cost Efficiency
in Management, Trading,
and Tax Liability
- A single fee paid to Reinhart Partners based on the total amount on investable assets covers all wealth management services
- Use of an outside custodian safeguards assets and capitalizes on highly competitive custodial and trading costs
- Availability of many Separately Managed Account (SMA) strategies for both equity and fixed income
- Mutual fund platform that analyzes performance and takes into consideration fund expenses
