Portfolio Management Services for International Clients
Private Wealth Management
Capital Management Resources (CMR) provides a variety of portfolio management solutions through its Private Wealth Management Program to meet the needs of international investors. We have been managing institutional and individual investment portfolios since the Portfolio Resources group of companies was founded in 1991. To date, the group has executed more than US$ 5 billion in securities transactions for its clients.
Among our clients are international banks, corporations, and non-resident alien (NRA) private individuals. We help clients plan and manage diversified portfolios tailored to each individual's needs. A thorough knowledge of the special concerns of international clients investing in multi-currencies has given Capital Management and Portfolio Resources their well-deserved reputation among global financial institutions. (Trading Relations)
More than 900 independent and institutional portfolio managers with specific management styles and areas of expertise such as equities, fixed-income, and real estate investment trusts (REITsprovide clients the solutions they need.
Commercial Real Estate REITs
In an environment of artificially low interest rates and possible future inflation, commercial real estate has historically served as a source of rental income and a hedge against inflation. Real estate tends to go through cycles affected by both the state of the economy, as well as, demographics. Timing, therefore, can be important and such investments may not be appropriate for everyone. Many international clients, however, are attracted to the opportunity of owning a diversified portfolio of prime commercial real estate, both in the U.S. and in Europe, that provides monthly income and the possibility of long term capital appreciation. In times of market volatility, private real estate can represent a more stable, uncorrelated investment. Speak with one of our associates to better understand both the risks and opportunities involved in registered non-traded Real Estate Investment Trusts (REITs) and if this type of investment is appropriate for you within a diversified managed portfolio, or in a regular brokerage account.
Sustainable and Socially Responsible Investing
The Impact Investing Division of Portfolio Resources also makes available sustainable investments programs for clients worldwide with multiple manager diversification including mutual funds, and Exchange Traded Fund (ETF) portfolios. The PRAG Managed Risk SRI Strategy™ provides a capital protection strategy to socially responsible, environmental, and governance sensitive portfolio assets.
Minimum investments in the Private Wealth Management program start as low as US$50,000 and utilize an all inclusive "wrap fee" approach. Capital Management provides quarterly performance reports benchmarked to the appropriate indices. Performance and investing activity may be viewed directly on the CMR website managed in association with Envestnet Asset Management, Inc., the premier money management technology platform in the financial services industry.
Contact one of our international Associates for a free consultation.