Hammond Associates' Private Wealth practice group consulting team is exceptional. We have assembled a group of professionals with an extraordinary depth of expertise. Our consultants possess both academic and industry credentials, coupled with professional experience in the asset management, private banking, and brokerage business. Most of our staff have advanced degrees, and many hold the Chartered Financial Analyst designation.
We specialize in the formation and implementation of investment strategies to meet the unique goals of each private wealth client. We begin by determining the financial objectives of each client or family unit. Next, we develop investment strategies to meet those objectives while matching tolerance for risk and liquidity needs. We implement our strategies in concert with the family office staff or individual client as needed. Lastly, we report results in an easy-to-read monthly performance report so effective decisions can be made on an ongoing basis. In an overarching sense, we assist each private wealth client in integrating investment strategy with family governance (vision, mission or values) and coordinate with outside advisors to ensure integration with an overall wealth management plan.
