Managed Strategies combines one or more actively managed strategies based on your individual needs. Halbert Wealth Management reviews your financial and investment situation in light of your goals, risk tolerance and investment experience and then selects one or more strategies that it believes will help you achieve your financial goals.
This may include investment strategies managed by third party advisors or sub-advisors, limited partnerships, business development companies or other entities. These are alternative strategies rather than traditional buy-and-hold stock and bond investments.
On an ongoing basis, your Investment Consultant will monitor your Managed Strategies account, and make changes to the allocations as necessary. New strategies may be added to your account as they become available if your Investment Consultant believes they would make a good addition to your portfolio.