CONNECTING WITH CLIENTS
Collaborative Highlight
The clients of Connective Portfolio Management are made up of private investors and institutional investors who require more than the average retail investor when it comes to opportunity, quality, and strategy. Because of their financial stature, they require a markedly different approach to investing than our managers can provide.
The high-net-worth clients who come to our firm have complexities surrounding their investments that require us to go beyond the level of service offered by traditional brokerages to the average retail investor. To help them, our managers provide comprehensive investment services that take a more in-depth approach to stock selection and portfolio construction. We also offer them a level of discretionary investment service that provides transparency to keep them fully informed while at the same time freeing them from the day-to-day management decisions regarding their portfolios.
The managers at Connective Portfolio Management are privileged to serve those who are charged with the administration of an endowment, foundation, or benefit plan. To help them achieve their critical investment goals, our managers use an investment approach designed to help achieve sustainable long-term competitive returns.
This approach makes use of multiple asset classes based on their goals, time horizons, and risk tolerance; the development of, and adherence to, a written investment policy; and a regular review of investment performance versus their objectives and relevant benchmark indices.
Each day, our managers work with other financial and legal professionals, not only in serving our clients but also in providing investment services for their clients. If you have a client who needs a higher level of investment opportunity and guidance, and you think they might truly benefit from our services, we invite you to contact us. We pledge to provide your client with the level of service and care you would provide yourself.