The Warwick Shore Experience
Our clients’ experience is what makes us unique. From the inception of each relationship we take the time to learn life’s goals and do our best to help them achieve them. Since this financial consulting process is ongoing, we touch base with each client regularly and invite our clients to initiate conversation as well. Our clients benefit from the institutional-caliber academic approach to investment management and holistic approach to wealth management. We believe this is the result of industry experience and academics.
We are a boutique wealth and investment management firm. This structure allows our clients to receive individualized and comprehensive wealth advice. Our process allows for continuous engagement from inception of the relationship. We strive to understand what means most to each client, as well as their short-term and long-term goals. This allows the Warwick Shore team to better serve each client and provide tailored advice.
The firm serves a wide spectrum of clients including endowments, foundations, Ultra High Net Worth families and individuals. Many individual clients are business owners whom benefit from our approach allowing them to diversify risk away from their core income. We seek to understand the business and provide solutions to reduce the owners’ wealth volatility.
We approach foundations and endowments from the standpoint of the Chief Investment Officer. We seek to understand the objective of the organization and help build an investment strategy that suits the risk and liquidity parameters. This investment strategy often manifests as the investment policy statement (IPS) and is reviewed on a regular basis to ensure continued unity between the goals of the organization and the investments within the portfolio.
Initially founded to provided institutional investment management, our firm collaborates with various industry partners to provide holistic wealth management. In addition to providing investment advice and navigating the capital markets, we work with each client to identify and advise on the following:
- Retirement Planning
- Trusts & Wills
- Wealth Transition
- Succession Planning
- Tax Strategies