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