Finding and Navigating the Right Path to Preserve & Grow Your Wealth
Our Essence of Being…
We begin with a clear understanding of you and your family’s objectives and investment preferences and exclusions.
We overlay our evolving global macroeconomic and geopolitical framework over a prudently designed and personalized strategic portfolio.
We carefully calibrate investment risks and returns in an effort to deliver the targeted results over time.
Discretionary Portfolio Management Services
We are an investment manager assisting and counseling you and your family on managing your wealth. We have no proprietary investment products, and we are solely compensated by you for our work. Under our watchful eye on investment performance and expenses, our interests are aligned in managing your wealth and pursuing your goals and objectives. We do not take custody of your assets.
Trust is the foundational ingredient in delivering investment services, and Experiential Wealth, Inc. offers a high level of transparency enabling clients the right to verify and continue the trust. This trust is fostered by keeping you informed throughout our four-step portfolio investment process. We encourage you to question us through out our relationship to make sure that you remain informed and in charge.
Our Process
Our investment management process is divided into five main steps:
STEP 1: SET INVESTMENT POLICY
We identify a clear set of investment objectives based on your investment criteria such as risk, expected return, liquidity needs, tax considerations, and time horizon, among other personal, financial and emotional factors. We create a custom investment policy that takes these factors into consideration and forms the foundation for managing your investment assets.
STEP 2: CONSTRUCT BENCHMARK PORTFOLIO
Asset allocation is the most impactful and important decision in portfolio management. As such, a generic, benchmark index-based, strategic (neutral) portfolio is first constructed under a “core-satellite” asset allocation framework based on backward looking market statistics and forward-looking capital market assumptions.
STEP 3: SELECT & IMPLEMENT SPECIFIC INVESTMENTS & STRATEGIES
We identify active and passively managed and well-established building blocks in curating a custom portfolio. This makes up both the core and satellite portions of the portfolio. Although the portfolio is primarily invested in fully liquid assets traded in the public market, when appropriate and approved by the client, a minority portion of the portfolio may be invested in private market assets. We are informed by our global macroeconomic and geopolitical views to identify trends and areas of avoidance for short and long-term asset allocation. This allows the portfolio to allocate for opportunistic and risk avoidance purposes on a measured pace.
STEP 4: MONITOR AND REBALANCE
We monitor client portfolios on an ongoing basis and rebalance the portfolio to maintain the desired risk-return tradeoffs and to respond to your changing life and wealth circumstances.
STEP 5 : PERFORMANCE REPORTING
We report on a quarterly basis the performance of your portfolio which is based on the value of each investment provided by the asset custodian.
News & Commentaries
Explore the EW Newsfeed
All of the most recent financial news; beautifully summarized.
FOMC May 1, 2024, Press Release – What has changed?
Summary: Recent indicators suggest that growth of economic activity continued to expand at a solid pace. (No Change) Job gains have slowed in recent months but remain strong, and the unemployment rate has remained low. (No Change) Inflation has eased over the past...
FOMC May 1, 2024, Press Conference Summary
Summary Inflation is still too high, ongoing progress in bringing it down is not assured, and the path forward is uncertain. We are fully committed to returning inflation to our 2 percent goal (commitment and credibility). Our restrictive stance of monetary policy has...
2024 Fiduciary Rule Summary
Definition of an Investment Advice Fiduciary On April 25, 2024, the Department of Labor (Department) issued the final Retirement Security Rule and amendments to several existing Prohibitive Transaction Exemptions. This regulation is effective on September 23, 2024....