Tailored Portfolios
A portfolio built around your constraints, not a model with your name on it.
Why It Matters
Model portfolios are efficient for the firm running them. They are a poor fit for anyone with a concentrated position, an unusual tax situation, an illiquid holding, or a constraint they care about.
Most families at this level have at least one of those.
What That Looks Like
Existing holdings considered
What you already own, and the cost basis attached to it, shapes how a portfolio is built.
Tax situation respected
Transitions planned with the tax consequence modelled rather than discovered in April.
Constraints honoured
Positions you will not sell, exposures you will not take — recorded and respected.
Adjusted over time
The portfolio changes as circumstances do, on a documented basis.
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Talk with our team in Detroit, New York, Palm Beach, or the Bahamas about your circumstances and what you need next.