Client Profile: A successful 45-year-old business owner whose wealth was almost entirely tied up in their company and commercial real estate. They sought to diversify their assets and create a separate financial cushion independent of their business's performance.

Challenge: The client had a high concentration of illiquid assets and little exposure to public markets. Their limited knowledge of investment opportunities left them unsure how to begin building a diversified liquid portfolio.

Solution: We began with extensive Market Research to identify undervalued sectors and asset classes that had low correlation to the client's existing business. I then created a diversified portfolio spanning multiple asset classes, including domestic and international equities, fixed-income ETFs, and commodities. This comprehensive Portfolio Management strategy was designed to protect wealth during market downturns and provide growth during expansionary periods.

Results: The client successfully established a well-diversified liquid portfolio that began to generate returns independent of their business. This provided a crucial financial safety net and a foundation for future wealth accumulation.