With our Private Client Solution,1 you get a customized managed portfolio, an exclusive team that specializes in what matters most to you and more. Let our Private Client dedicated advisor team assist you with crucial financial matters, including tax optimization, legacy and estate planning consultation, and access to private equity (if eligible).
Exclusive portfolio management
The Private Client team takes a comprehensive view of your investments and assets to build a strategy to align with your personal goals. Your meticulously managed account is never pooled, ensuring that all your investment needs get the care they deserve.
- Your account is continuously monitored to uncover rebalancing opportunities as they arise. If your life changes, the Private Client team is able to adjust your strategy so it always aligns with your needs.
- Your strategy can be customized to your situation to cover socially responsible investing, company stock plans, highly appreciated securities and more.
- Your dedicated Private Client team assists you under one all-inclusive fee model. There are no trailing fees or trade commissions.
Don’t pay more than you need to. The Private Client team helps you reduce your tax liability by using municipal bonds, tax-managed individual stocks and tax-loss harvesting, when appropriate. The team’s approach is to allocate your income-generating assets to a tax-deferred account while growth-oriented assets are allocated to a taxable account. Your team can also provide general tax guidance and review past returns to help you manage your taxes efficiently.
Access to private equity
If you have at least $5 million invested with Private Client, you may be eligible to participate in a private equity offering. Private equity allows you to access a diversified basket of investments previously only available to large, institutional investors that do not trade on public stock exchanges.
Comprehensive financial planning
Your team can review your long-term goals and help you create a plan to achieve them. We’ll help evaluate the impact of various estate decisions and review legacy considerations, including titling, beneficiary designations, gifting and asset-protection strategies.
These are just some of the services you get as a private client.
Get started by calling 877-534-4569 to learn more.
1 Empower Private Client is an advisory service offered by Personal Capital Advisors Corporation, an Empower company and a registered investment adviser.