Outsourced Chief Investment Officer Services
7
Oliver Luxxe Assets LLC The House Built For You, Not The Bank. All the power of a wirehouse, all the freedom to serve you first.
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The process whereby institutional investors engage a third party to manage all or a portion of their investment portfolio in order to better focus on the strategic goals of the organization with the objective of recognizing potential cost savings, enhanced performance and risk mitigation.
Transcript of Outsourced Chief Investment Officer Services
The House built for you, not the Bank.
Oliver Luxxe Assets LLC
The House Built For You, Not The Bank. All the power of a wirehouse, all the freedom to serve you first.
ABOUT OUR FIRM
Oliver Luxxe Assets LLC
The House built for you, not the Bank.
As a private firm, we can utilize knowledge from the top financial firms in the world while adding independent investment research. Individual and customized wealth management solutions without the restrictions or limitations of the larger firms. Oliver Luxxe works for you, not the institution.
All the power of a wirehouse, all the freedom to serve you first.
FIRM OVERVIEW
Individual, Customized, Wealth Management Solutions Independent Research and Analysis
High Net Worth and Institutional Client Base
Individuals within our Firm have the following Credentials Include Certified Financial Planner®, Chartered Financial Analyst (CFA)
Private Client
OUR SERVICES
If you are seeking Financial Advisors who serve their clients first and foremost, who are sought out for their expertise, who are adept at balancing opportunity with prudence, and who value trust and transparency, welcome to the house where RELATIONSHIPS MATTER.
The Solution:
Comprehensive Financial Planning Hedging & Structured Solutions Investment Policy Development Strategic Asset Allocation & Portfolio Structure
Tax Aware Investment Solutions
Institutional Asset Management
OUR SERVICES
Institutional & High Net-Worth Client Base
Institutional SMA Equity & Fixed Income Strategies
Oliver Luxxe Assets Claims Compliance - Global Investment Performance Standards (GIPS®)
Proprietary Quantitative Screening Process & Fundamental Bottom-Up Analysis
Structured Broad Market Hedging and Hedging For Low Cost Basis Positions
Outsourced CIO
OUR SERVICES
Budgetary Considerations & Lack of Internal Resources
Delegate Responsibility for Investment Management Fiduciary Liability Diverts from Firm & Team Core Competency
Find Inefficiencies in Current Asset Management to Lower Overall Cost Insufficient Risk Management Tools & Need for Additional Oversight Technology to Accurately Aggregate Accounts to Monitor & Report Assets in Real Time
GET IN TOUCH
17 Mendham RD, Suite 200 Gladstone, NJ , United States
(888) 472-3281
[email protected] www.oliverluxxe.com/
Ruby Gaur (RG) -
