Targeted Strategies
Many well intentioned investors never get around to addressing some critically important objectives.
Life is complex, and we are all busy. Your RiverStone Wealth Advisory Team can help you sort out the highest priorities and take the lead in placing the focus where it belongs.
Are you taking unnecessary risks to achieve mediocre results?
Could you be earning more with your cash?
Looking for a creative way to leave a legacy gift to charity without depleting your nest egg?
With all the uncertainty in healthcare, how will your retirement funds weather a prolonged illness?
Is your estate shielded from claims arising from litigation?
We are realists. Sometimes our clients want us to handle every detail and sometimes they want us to play a specific role. Your RiverStone Wealth Advisory Team has access to the full spectrum of investment solutions and can take up the role required. As an independent boutique, we have complete flexibility to build custom investment solutions using a combination of traditional and complex strategies:
- Managed Accounts
- Equity & Options Strategies
- Fixed Income Strategies
- Trust Services
- Insurance & Annuities
- Structured Notes
- Alternative Investments
- Private Equity
- Limited Partnerships
- REITS
- Managed Futures
- Commodities
- Private Real Estate
- Bridge Loans
Put our team to work on one of the important projects on your list.