TAILORED PORTFOLIO MANAGEMENT:
We offer portfolio services for individuals, trusts, endowments, foundations, charitable entities, institutions, corporations, ERISA Accounts, retirement plans, acquisition war chests, and for a broad variety of unique investment needs. Stonehaven creates investment strategies and manages portfolios based on each client’s particular investment goals. We have the ability to construct portfolios which use a wide variety of investments vehicles, such as individual securities (stocks & bonds) as well as collectively ETFs, as well a broad variety of other investment tools .Once the strategy is determined, we will continue to manage the account in accord with the agreed upon strategy unless there are new client developments.
We invest in a variety of types of investments, including but not limited to the following: Exchange listed individual securities, over the counter securities , foreign issues, corporate debt securities, commercial paper, short term investment vehicles, certificate of deposits, municipal securities, mutual funds, ETF’s, ETN’s, warrants, US Government issues, options contracts on securities, interests in real estate partnerships, options contracts on commodities, hedge funds, venture capital funds and long only managers. We employ these investments as we believe it is appropriate or prudent for us to do so. Investing in all securities involves the potential for loss.
We have the ability to run both passive and active investment strategies. Our customized portfolios may utilize a combination of internally managed strategies and outside specialty portfolio managers. These outside managers may include, but is not limited to, the use of SMA’s, ETF’s, and mutual funds.
Most of our clients give Stonehaven Private Wealth Management LLC Full Discretion Authority to manage their accounts.
Discretionary Authority: When a client grants Stonehaven Private Wealth Management LLC discretionary authority, the client will sign a limited trading authorization or equivalent. Stonehaven will have the authority to execute transactions in the account without seeking client approval on each transaction.
In special circumstances, we will manage money on a non-discretionary basis.
We integrate our portfolio management services to meet the needs of our client’s estate planning strategies, including meeting the requirements of trusts and other sophisticated planning tools to support their efforts to achieve preferable wealth transfer and income tax outcomes.
Client Restrictions and Directives:
Clients may place restrictions on their holdings and may change these restrictions as their circumstances change. Stonehaven’s whole focus is managing assets in light of our clients’ unique set of circumstances, their individual goals and objectives as they relate to their personal, family, corporate, philanthropic, societal aspirations and concerns.
We recommend a diversified portfolio and we believe our recommendations reflect our best thinking. However, from time to time our client’s may wish to place restrictions on their investments in some securities or types of securities held in their portfolios. While Stonehaven may not recommend these strategies, we will honor our client’s directives, in both our discretionary and non-discretionary accounts, as they relate to specially identified holdings or classes of holdings.
These directives may be to hold concentrated positions or low-cost basis securities. They may be due to family control issues, corporate requirements, sensitivity to taxation, holding assets due to estate planning strategies, emotionally driven decisions, client identified social responsibility issues, etc. We have the capacity to manage accounts run with Socially Responsible Investing (SRI) screening when appropriate.
We are happy to discuss your particular situation with you, 978-430-0150.