Investment Management & Oversight
At Keystone Private Wealth, we seek to preserve and maximize after-tax wealth by employing sophisticated wealth strategies and accessing differentiated manager expertise. As a comprehensive fiduciary, we do not receive any compensation from managers or third-party providers, allowing us to provide fully objective advice when selecting the most appropriate individual managers for your tailored plan.
Institutional Risk Management of Patient Capital
Comprehensive Portfolio Construction
Asset Allocation & Portfolio Creation
Risk Capacity versus Risk Tolerance. Utilization of diverse investment strategies, both passive and active, liquid and illiquid.
Global Access to Experienced Investment Management
Alternative Investments
Building on more than 30 years of experience under our former name, Persimmon, Keystone Private Wealth continues a long tradition of serving families seeking capital preservation as a primary objective, with extensive experience in alternative investment allocations. Our focus encompasses a range of hedge fund strategies as well as manager due diligence, selection, and portfolio management.
Asset Location
Asset location, or the type of account one uses to invest in certain assets, can make a significant difference in after-tax returns, or the money one actually spends. At Keystone Private Wealth, we focus on implementing a deeply focused asset location strategy to take advantage of tax-deferred or tax-free account registrations to appropriately locate tax-inefficient assets in the most tax-advantageous accounts. Four main criteria apply on whether an asset location strategy is right for you.
- You or a trust you control pays a high marginal tax rate. Higher tax rates may increase the relevance of asset location strategies
- You expect lower income tax rates in the future
- You own or would like to own tax-inefficient assets based on asymmetric returns. These assets are prime candidates to be invested through more tax-efficient account structures
- You expect to be invested over a full market cycle, or 10 years. The longer the asset location is employed, the greater potential accumulated benefits in tax-deferred or tax-free accounts
