Wealth Management
How it Works & How We Do It
Proxy understands that managing investments prudently requires one to set objectives, understand risk profile, calculate time horizon, and have a process to measure progress Over time. Constructing a diversified portfolio to meet these objectives requires time, skill and constant monitoring. Proxy has experience, passion and process you need to not only build the right plan, but ensure its success over time.
Our specialists are ready to provide an analysis of both the market as a whole and its individual components (competitors, consumers, product, etc.), using practical methods and starting from your research goals.
- Retail Investment Management Proxy brings a deep understanding of not just the markets, but also of the technologies and platforms that best facilitate investments for our clients. This enables Proxy to provide professional, smart and efficient investment management strategies, without the traditional and expensive red tape that comes with working with a dedicated advisor.
- International Investment Management Proxy believes that financial services are not just for the wealthy, or even those who just reside in the United States, but for everyone. With that, Proxy has built its wealth management platform so as to be open to anyone, anywhere in the world. A dedication to providing equality in its services in why Proxy is, wealth management done better.
- Custom Investment Solutions Proxy’s wealth management team understands that each client is unique and therefore so their strategy for building wealth. Beyond providing smart, efficient, professional fiduciary services for anyone anywhere in the world, Proxy also posses a wide array of boutique investment services meant to specifically address the unique needs of our clients in todays ever evolving world.
- Alternative Investments Through its group of companies, Proxy deeply understands alternative investments, counting on staff with over 20 years of experience analyzing, underwriting and managing alternative investments. For the affluent investor, this is increasingly a staple used to diversify away from liquid investments and reach higher goals. And as always, it doesn’t matter if Proxy directly manages the investment or not, we will help you make sense of this investment as part of your overall goals.
Strategies Commonly Implemented by The Proxy Team