One of the most challenging aspects to financial planning is the alignment of wealth strategies and investment solutions. At Fountainhead, we work with each client to develop a customized financial strategy that is also comprehensive, and includes risk management, estate planning, financial goals and cash flow needs amongst other details. Careful consideration is then taken to identify the appropriate investment solutions to implement the strategy, bringing the full financial plan through to execution utilizing a coordinated approach.
Led by our Chief Investment Officer’s decades of industry experience, our research focused investment approach delivers institutional level investment services. Based on macroeconomic and top-down research, our strategic asset allocation sets the framework for client portfolios. Thorough due diligence conducted by a team of analysts breaks down complex investment strategies and opportunities, which are then reviewed by our Investment Committee. Each potential investment strategy is carefully reviewed for its risk/reward profile given our overall macroeconomic outlook. Finally, a customized investment portfolio is identified that aligns the client’s risk profile and financial goals with those investments that have passed our rigorous due diligence process.
Within individual portfolios, appropriate investments are identified by the Investment Committee amongst a universe of mutual funds and ETFs, as well as unique satellite investment opportunities such as impact investing strategies, private investments and alternative investment strategies. Portfolios are carefully constructed in a personalized manner, with particular attention paid to tax implications for every client and every investment decision.