Wealth management
Proven Expertise
- Caspian Trading Wealth Management Group delivers comprehensive solutions including investment management, deposit and loan services, custody and escrow accounts, and fiduciary and administrative services for high net worth and institutional clients.
- Investment management services for portfolios of $1 million or more; deposit accounts of $250,000; individually structured loans of $250,000 or more.
- Your relationship will be served by a team of professionals dedicated to confidentially and capably delivering personalized, unbiased advice. Our colleagues include many Chartered Financial Analysts, Certified Financial Planners, attorneys and accountants.
- Our estate planning professionals will review your current wills and trusts to help you plan for your distribution of wealth or assist you in developing a brand new plan.
- Reporting capabilities include easy-to-read statements, password protected on-line access, performance reviews and comprehensive tax information.
- We provide our clients with a full range of administrative support, including bill paying, gifting and distribution services.
Disciplined and Consistent Investment Process Delivers Superior Performance
- We are committed to developing and constructing an asset allocation that is fully aligned with each client's unique investment objectives, constraints and risk tolerance.
- Portfolios are custom designed for individual needs and circumstances, to mitigate risk and provide targeted income and/or growth.
- Your team delivers regular portfolio and investment performance reviews and timely, accurate tax reporting simplifies tax return preparation for your accountant.
Comprehensive Strategies
- Investment management services for high net worth individuals and institutions.
- Customized deposit services and individually structured loans.
- Estate and retirement planning, trust and philanthropic services
- Institutional fixed income and balanced portfolios; custody and escrow accounts
- 401(k) and 403(b), Profit Sharing, Pension and other qualified and non-retirement plans
- IRA management and distribution services
- Not-for-profit investment management and trustee services; education/development support
- Investment management, trustee of trust funds, and OPEB plans for government entities
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