Wealth Management
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Wealth Management
We work with wealth managers, asset managers, and retirement players to create value in a fast-changing market.
Our clients are seeking deep and lasting strategic and operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, IT and operations, and sales and marketing. We also partner with clients to develop sound observations about the future state of the industry, and to make strong strategic choices that will enable them to adapt and thrive in a changing market.
Our collaborative and fact-based approach relies on deep proprietary research that spans all institutional and retail segments, asset classes and products, such as exchange traded funds and outcome-oriented funds. Our tools provide unique insights into the flows, assets, and economics of each of the sub-segments of these markets and into the preferences and behaviors of consumers, investors, and intermediaries.
We work across the full spectrum of challenges faced by our clients, including:
- Growth
We help clients identify and embrace new markets and segments that lead to sustainable competitive advantage. - Operations
We help design and implement superior front- and back-office processes in research, portfolio management, risk management, technology, and distribution. - Organization
We partner with clients to develop optimal organizational structures and processes. - Investment performance
We support clients on portfolio management, research, and knowledge management, with a focus on superior execution. Through senior-level conferences and roundtables, we foster a regular exchange of current research and insight and provide our clients with cutting-edge knowledge relevant to their strategic needs.
How TCB Malibu works
Why our Business Plan?
From financial modelers to market researchers, our team of experts will develop a custom immigration visa plan based on the exact visa you’re seeking. Here’s what to expect:
- Collaborate with an experienced project manager who’s developed hundreds of immigration business plans.
- Get your business plan in as little as 7 days.
- Your plan is guaranteed. If you get a Request for Evidence (RFE), we do the edits for free.
Financial advisor
We will help you define your goals, help you understand your options, and proactively work with you to develop and implement a clear plan.
Planning
Receive a personalized plan for your full financial picture designed to help you pursue multiple goals and grow your wealth.
Continuous and personalized Management
Our advisor can help you choose investments based on your preferences and risk. We'll also proactively monitor your account and make adjustments as needed to meet your changing needs and to help you stay safety.
Wealth Management
The idea behind wealth management is that people who have a high or ultra-high net worth may often require services beyond those offered by traditional financial advisors. Those with hundreds of thousands, millions, or even billions of dollars may have large and complex investment portfolios, complicated tax situations, various businesses and ownership interests, or other specific needs.
Wealth managers may be able to leverage a wide range of financial products and services to address a specific set of requirements, often delivering customized strategies for each client for a fee.
Services offered by wealth managers may include, but are not limited to:
- Investment management and advice, including retirement planning
- Legal and estate planning
- Accounting and tax services
- Examination of health care and social security benefits
- Charitable giving plans
- Help with starting or selling a business