 igh net-worth individuals, like yourself, seek balance between wealth accumulation and capital preservation. Yet in the face of volatile markets and an ever-widening range of choices in investment vehicles, making sound decisions is more challenging than ever before. |
We understand that selecting the right firm to manage your money is one of the most important decisions you will ever make. That’s why Engemann created the Private Client Group. Our goal is to provide you with the highest quality investment advice, portfolio performance and personal attention.
Whether you are a client with a long-standing association with Engemann, an investor with unique portfolio considerations, or an affluent individual in search of professional money management, we feel you will benefit immeasurably from all that the Private Client Group can do for you.
As a member of the Private Client Group, you will enjoy a close, professional relationship with your Senior Portfolio Associate, and a dedicated internal Portfolio Associate. All are experienced, knowledgeable investment professionals who will stay in close communication with concerning the details of your portfolio, changes in market and economic activity, and the critical thinking behind Engemann’s investment strategy.
 Your experience with the Private Client Group begins by developing your personal investment profile. This brings the many elements of your financial picture into clear view: risk tolerance, investment preferences, special objectives and time horizon. Based on this information, your personal Senior Portfolio Associate will help you create a blueprint for your financial future with proper alignment of the right investments in a well-structured portfolio.
One of the most valuable services in the Private Client Group is individualized investment planning. If you plan to comfortably fund you retirement and beyond, build a multi-generation legacy, or endow a beloved institution, your Senior Portfolio Associate can assist in tailoring the right plan. What’s more, it will be monitored annually to help you remain “on target” toward achieving financial goals. |
Through our affiliation with Phoenix Investment Partners, we offer a range of other investment styles in individually managed accounts. These styles include a large-cap quality value portfolio, California municipal bond portfolio, and an Institutional bond fund.
Communication is truly the key personal service. In the Private Client Group, we place a premium on high-level communication with our clients. That’s why we believe you will come to regard your Senior Portfolio Associate, and internal Portfolio Associate, as valuable financial partners, who listen carefully and respond quickly to your needs. From personal communications, phone conversations, emails on portfolio activity and strategy, to special gathering and our Commentary newsletter, staying close to our clients is the hallmark of Private Client Group Communication.
One way we deliver superior communication is through advanced technology. Each client has the option of online access to their account, receiving portfolio trade write-ups via email, and other communication over the Web.
One of the other advantages of your association with the Private Client Group is personal access to a well-established network of specialized professional advisors. After decades of experience, we have built a powerful referral network of qualified attorneys and accountants across the country. Best of all, your Senior Portfolio Associate stays involved throughout the relationship to coordinate these valuable services and to ensure your complete satisfaction with the experience.
Throughout the year we hold gatherings exclusively for Private Client Group clients. Our Portfolio Perspectives events are intimate receptions at preferred venues where clients can personally chat with the Engemann Portfolio Managers as they share timely analysis of the economy and stock market, as well as an update on client portfolios. These special occasions also give clients time to renew acquaintances with each other.
The Private Client Group Annual Meeting is an in-depth conference in the Los Angeles area. Key Engemann investment professionals offer insightful presentations on client portfolios and their outlook for the market and the economy. A reception immediately follows, giving clients time to talk with Engemann Associates one-on-one.
If you prefer the personal attention of an experienced investment advisor, with the peace of mind of professional investment management, call us today at (800) 882-2855. And experience a lifelong relationship with professionals who are dedicated to the financial well-being of you and your family.
