Following is a list of available reports arranged in alphabetical order by title. You may browse the entire list, find a specific report by clicking on the first letter of its title, or search the list by a key word in the title.
Report Summary:
Estate planning that arbitrages the difference in IRS-approved rates and higher actual investment returns can pass dramatically more assets to your family. Using trusts to divide property rights in an asset allows one to take advantage of this rate arbitrage.
Johnson Trust Company is affiliated with Johnson Investment Counsel, Inc., an investment advisory firm managing over $3 billion in assets based in Cincinnati, Ohio.
Report Summary:
The report discusses asset allocation for individual investors and what the investor should consider in choosing an investor advisor. The reports lists a number of important questions that should be asked in determining the if the investment advisor is an appropriate choice for the individual. The report also discusses checking with various regulatory agencies to review the potential money manager for education, experience and any disciplinary actions.
Lido Advisors is a SEC Registered Investment Advisor that provides objective strategic asset allocation and acts as a "manager of managers" selecting investment firms with various styles including stocks, bonds, and alternative investments such as hedge funds, private equity and real estate.
Report Summary:
A personal Chief Financial Officer (CFO) helps wealthy individuals achieve their financial goals by ensuring they receive objective advice and expertise, by managing and integrating all financial affairs and wealth strategies, and by coordinating their team of financial professionals. When choosing a personal CFO, one should look for a fee-based firm with a staff of highly-credentialed professionals with a diversity of experience from multiple disciplines.
Sterling provides comprehensive, integrated financial management and investment counseling to private wealth owners seeking objective advice and guidance. A boutique wealth management firm, we serve 100 families with $3.5 billion under administration.
Report Summary:
A traditional investment portfolio is comprised of a combination of vehicles, most commonly stocks, bonds, cash and mutual funds. In today's environment of volatile stock markets and rising interest rates, alternative, non-traditional asset classes may provide the balance needed to increase a portfolio's performance and increase current income while decreasing the “roller coaster ride” the stock and bond market has given many of us of late.
Report Summary:
The road to retirement isn’t driven overnight, so there’s no sense in taking shortcuts with an investment strategy. By choosing a thoughtful asset allocation strategy and maintaining a disciplined approach, investors achieve results while minimizing risks.
Report Summary:
Investors in the bond market generally have three primary goals:
1. Preservation of capital (not losing all or portions of the original investment)
2. A good return (income or interest payments) on the original investment
3. Possible appreciation of the capital investment
In most cases, investing in bonds satisfies these objectives. Holding a bond to maturity will generally return the original investment, while paying interest throughout the period the bond is owned.
Report Summary:
As an individual investor you likely expect your portfolio to meet a variety of needs or goals. When an investment professional determines what an investor’s strategy should be, a common practice is to identify a level of risk tolerance—a measure of the investor’s ability to handle declines in his/her portfolio.
