Your Family Office Asset Management Specialist partners with your Financial Consultant to define your objectives and recommend investment products that meet those goals. We provide regular monitoring, consulting and education to address various market cycles and recommend a proper asset allocation within your investment portfolio based on your risk tolerance and time horizon. Our goal is to achieve an appropriate risk adjusted return for you as we strive to enhance your investing experience with us.
As a part of the services offered through the Hantz Family Office, we advise clients on the management of their investable assets.
The Financial Advisor coordinates with the asset management team and tax team to build investment portfolios that take in to consideration retirement planning, distribution strategies and tax implications.
Investment selection is a detailed process in which we analyze current holdings, review specific client investment needs, make portfolio recommendations and provide ongoing review of investment performance. The asset management team and due diligence committee are constantly monitoring the current investment offerings and searching for new investment managers to meet the needs of our diverse client base.
This coordination differentiates the client experience from a traditional one-dimensional broker dealer approach.
Consult your Financial Advisor regarding your investment portfolio design and management.
Investment products - including shares of mutual funds - are not federally or FDIC-insured. They are not deposits in, obligations of, or guaranteed by any financial institution, and they involve investment risks including possible loss of principal and fluctuation in value.
You should consider the investment objectives, risks, charges, and expenses (such as market risk, product company fees and expenses, sales charges mortality and expense charges, administration fees and annual contract fees, where applicable) of a variable annuity or mutual fund before investing. For a free copy of a prospectus, which contains this and other information about a variable annuity contract and the underlying sub-account or a mutual fund, call your investment advisor or (248) 304-2855. Read the prospectus carefully before investing.