Box Financial can partner with you to manage all or a portion of your portfolio, so that you can achieve every one of your investing goals.
Traditional Asset Classes
Alternative / Tangible Asset Classes
For those looking for a complete diversified mix of both traditional and alternative/tangible asset classes.
We understand that a balance needs to occur between using investments that offer liquidity versus investments that provide opportunities to spread out risk and generate wealth.
Box Financial employs a consistent and disciplined process to ensure that all investments are managed properly.
Asset Management Sleeves
For those looking for a portion of their portfolio to be managed in either traditional or alternative assets.
We currently assist high net-worth individuals, family office, and multifamily offices by utilizing the most fundamental principles to sound investing and risk management.
In the evaluation of investments, the beginning focus of our research is to approach the opportunity with a preservation mindset then to manage risk through top-down asset allocation, diversification, and bottom-up investment selection.
Our Techniques In Managing Risk
- Written Investment Policy
- Proper Asset Location/Registration
- Targeted Asset Mix
- Sub-Asset Diversification
- Alternative Investing
- Reducing Tax Exposure
- Periodic Monitoring & Rebalancing
Disclosures: Past performance is not indicative of future results. All investments involve risk, and loss of principal. Further, the principle value of an investment will fluctuate; thus any investment when liquidated may be worth more or less than its original cost. This document provides only impersonal advice and statistical data, this is not intended to meet objectives or suitability requirements of any specific account. Alternative investments may require longer holding periods and investors should be aware of their lack of liquidity. This presentation is neither an offer to sell nor a solicitation of an offer to buy any security or investment. Opinions expressed are current opinions as of the date appearing in this material only and are subject to possible change.