Frank, Rimerman Advisors LLC, is a Registered Investment Advisory Firm based in Silicon Valley with offices located in Palo Alto, San Jose, San Francisco, and St Helena.

Mission Statement:Toprovide clients with the services they need to build, implement, and monitor a wealth management plan to meet their unique goals and personal objectives.

We provide a comprehensive approach in our advisory process.  The process relies on objectivity, accountability, and a thorough understanding of our client’s objectives and goals.  The following services are available as an integrated process or independently, based on specific client needs.

Review of Current Assets and Financial Objectives and Goals

• Work with clients to develop clear and comprehensive financial goals and objectives
• Evaluate current investment asset allocation to determine effectiveness
• Evaluate current assets managers and investment products employed
• Review tax efficiency of individual portfolio and overall investment strategy  
• Review investment portfolios relative to financial and estate planning goals
• Provide objective feedback on strengths and weaknesses of current strategy
• Review investment policy statement if applicable

Comprehensive Investment Planning and Implementation

• Review investment philosophy options, passive investing versus active management

• Create an asset allocation to meet near and long term financial and estate planning goals

• Research and select asset managers/funds for each respective asset class
• Design overall portfolio structure to maximize tax-efficiency
• Develop implementation plans that considers cash flows and current market conditions
• Prepare customized investment policy statements

                       
Portfolio Monitoring and Reporting

• Provide consolidated quarterly or monthly performance reports
• Closely monitor asset managers/funds for observance to their mandates at least quarterly
• Review portfolio return, risk, and performance versus predefined benchmarks quarterly
• Update investment policy as needed

Portfolio Solutions for Unique Circumstances

• Provide planning to meet philanthropic goals
• Identify diversification strategies for concentrated and low cost basis equity positions
• Provide analysis of alternative assets products such as hedge funds and private equity