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With Privexa clients get access to a wide range of financial privileges such as marquee investment talent, preferred rates of lending, curated investment alternatives, and hands-on estate and tax planning. Clients can deploy a full suite of financial services to their advantage.
With personalized attention and client focus approach, you will have a global view of your portfolio, a highly personalized investment plan and comprehensive wealth planning.
You will receive exceptional level of attention and service, with direct access to a Fund Managers and an entire team of licensed advisors.
We will construct your portfolio based on your unique situation, with an emphasis on institutional style diversification and risk management. Then we will provide an implementation plan that takes into account your legacy holdings and cost basis. Here are some of the key benefits of our Private Client investment strategy:
We will help you minimize your tax liability by using tax-efficient investment principles and tax loss harvesting method. We consider your tax deferred and taxable accounts, placing each security in the most advantageous accounts for tax benefits. When you become a client, we will transfer your existing portfolio and determine the appropriate capital gains strategy to give you the best potential returns, net of taxes.
We will focus on building a highly diversified portfolio by designing baskets of individual government, corporate and municipal bonds as appropriate and providing the broad benefits of diversification while minimizing expenses.
You may have significant positions in individual companies, illiquid positions in private businesses, real estate holdings and other alternative investments that represent a portion of your net worth. We will build your portfolio by integrating these positions, with a particular specialty in helping you with stock options, private company stocks and highly appreciated securities.
Endovia Privexa homogenizes the fee structure by introducing complete transparency. With an All-In-Cost* we ensure complete alignment with the requirements of our Privexa Clients. It is our cardinal aim to expel commissions and transaction brokerages. The focus is firmly on process and return optimization with absolutely zero interest to churn.
With access to all allied services, 'Privexa' is truly the best possible tailor-made solution for all our eligible clients.