PENSIONS, FOUNDATIONS
AND TRUSTS
PROFESSIONAL ADVICE MATTERS
BRAEHEID offers consulting with investment policy design that meets both family requirements and industry requirements and regulations.
You’ll have access to a consultant, analyst, and the opportunity for an in-person meeting with one of our Global Portfolio Managers to ensure the most appropriate strategy and investment management service possible. This service and process eliminates the growing liability risk for investment committee/ board members.
Accounts typically start at $10 million and are reviewed on a case by case scenario to best deliver on your needs and goals.
Professional Teams are Necessary
Working with your professional accountants and legal council, our professional portfolio manager will round out this team as we all work on behalf of your best interests - this is the meaning of being a fiduciary.
Once the legal & tax structures are in place/defined, we can then create the "IPS" (Investor policy statement) which mandates how the account shall be managed from an investment perspective.
Gone are the days of annual "re-balancing" meetings and discussions.
The Benefits of a Professional Team
Having all professional parties working in tandem, ensures that the needs and compliant requirements are being met, and continuously monitored and controlled. This provides the trust account with such benefits as:
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Errors and omissions insurance/coverage
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Removes liability from the "committee" executives regarding current investment trading regulations
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Provides professional oversight in all three key areas of your trust
We provide you (and your committee) with:
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a separately managed account and
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a dedicated team of global professional portfolio managers
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24X7 account monitoring
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proactive traded when necessary by a fiduciary.
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daily access to your holdings,
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monthly portfolio updates and reports
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strategic newsletters
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quarterly reviews of your personal investment strategy, monthly and annual reporting
...delivering true peace of mind.
ALL of this for a low annual, tax deductible management fee and of course, ZERO commissions and ZERO trading costs.
Investment committee sees investment!
Replacing our broker and pension consultant not only saved us money in fees, it provided us with an appropriate IPS (Investment Policy Statement), continuous proactive management of the foundations funds and it removed the investment liability exposure from the entire committee!
~ Steve B.