Investing

Insight & Guidance

Our unique background in both institutional money management and real-life family office advising - allows us to provide clients a rare and informed perspective.

Private Wealth

Customized, sophisticated family-office wealth services for accredited clients seeking innovative wealth stewardship.

Unique construct of best-in-class equity, fixed income, and alternative asset class managers – overseen by a personalized Investment Policy Statement and managed to your family’s goals and our research views.

Integrated estate, tax, and financial planning advice.

Customized impact and socially responsible investing programs.

Customized family wealth stewardship celebrations.

Personal Wealth

Contemporary, intelligent investing supported by leading-edge financial empowerment software for emerging wealth and unaccredited investors.

Multiple asset class smart-index investing managed to standard fiduciary investment objectives and Consilium research views.

Personalized financial empowerment technology for linking all your wealth, conducting financial planning, investor education, and unlimited private storage.

Customized financial planning provided with incremental fee.

Consilium Core

Our unique, customized stock portfolio – emphasizing factors of outperformance 

Core positions in large cap value,  dividend core selections complemented with emerging, mid-cap growth stocks for appreciation potential

Suited best for clients with legacy stock or low-basis stock portfolios.

Consilium uses a contemporary, institutional-quality investment approach that is adapted for each family's needs and goals.

How We Manage Wealth

Academic Rigor

The foundation of our investing is informed by rigorous financial science. We are influenced by the evidence of academic studies from leading financial research on risk, diversification, asset allocation, and factors of performance and investor psychology.

Long Term Views

We are long-term investors informed by proprietary secular capital market expectations, yet managed tactically with a deep understanding of cyclical risks, opportunities, and themes.

Diversified Approach

We create a personalized Investment Policy with a multiple-asset class strategic investment framework that guides our investing parameters and path.

Well Informed Investing

Your wealth is actively-managed and monitored with our own capital market research and tactical investment decisions, informed in consultation with leading investment authorities globally.

Personalization

When appropriate we provide a goals-based investing approach, that targets your different lifestyle, philanthropic, and family legacy goals.

Responsible Investing

When requested we design custom investment programs to emphasize your personal preferences for enhanced sustainability and social impact in consultation with our clients. View our Responsible Investing presentation.

Communication

We provide weekly commentary on markets, quarterly outlooks, and enact customized client service plans with meetings and reporting for each client’s needs and tastes.