Client portfolios designed by Wiley Bros.-Aintree Capital consist of traditional strategies involving stocks, bonds, mutual funds, ETFs, hedge fund strategies, and private equity. Whether any particular client has exposure to some or all of these strategies depends on the client’s investment objectives and risk tolerance.
Program Options:
Traditional Assets
Equity and fixed income securities issued by governments, municipalities, institutions, and corporations tend to be the foundation of most client portfolios.
Clients may wish their portfolios to include low-fee index mutual funds and ETFs, long-only equity managers, hedge fund strategies, fixed income (including taxable and tax-exempt securities), and individual securities and indexes.
Municipal and Fixed Income Group
The directors of our tax-exempt and taxable bond departments begin their work with a complimentary, static analysis of clients’ existing bond portfolios. The team, whose members are seasoned veterans of the municipal bond industry rigorously analyze credit and risk profiles of each bond. Based on the client’s state of residence, income needs, and approach to risk, the team might advise alterations to the portfolio.
Partner Investment Products
We have partnered with several “best of breed” organizations to offer unique solutions for our clients’ investment needs outside of our offerings. To optimize results for our clients, we provide services in areas where we have great expertise and we partner with select firms when we need deeper technical expertise. We ensure that these firms embrace the same values as ours and offer the highest level of service to our clients.
- Private Equity
- Real Estate
- Fund of Funds
- Hedge Funds
- Insurance and Health Care Advisory Services
- Trust Services
Please contact us for more information on our partners and partner products.
