After establishing an individual investment strategy, we work with our clients on designing a portfolio and monitoring performance to meet long-range goals and objectives. The services include:
Frank, Rimerman also offers portfolio solutions for unique circumstances, including planning to meet philanthropic goals, identifying diversification strategies for concentrated and low-cost basis equity positions, and providing analysis of alternative assets products such as hedge funds and private equity.
Investment Performance Monitoring Services provided by Frank, Rimerman Advisors LLC, registered investment advisors. For more information, please contact Patrick Sullivan or Dee Dee Oceguera here.