MANAGING
YOUR WEALTH
WEALTH ADVISORY SERVICES
At Vigilant, we provide our clients with objective, consultative advice, and comprehensive, personalized wealth-planning strategies. Our customized approach is critical, as each client relationship has its own unique attributes. We understand that source of wealth can be a major driver of the composition of one’s balance sheet; for example, the needs of an entrepreneur often differ from those of an executive of a public company who, in turn, differs from a commercial real estate investor. And certainly, a retiree has different objectives than an emerging professional. For more detailed information on how we approach these different types of clients, please visit Whom We Serve.

At the inception of a client relationship, we begin the wealth advisory process by developing a balance sheet and integrating personal cash flows with investment-management strategies in order to determine an appropriate portfolio distribution rate.

Over the ensuing months and years, we further develop the wealth plan to incorporate the topics detailed below. Much of this work is done in conjunction with our clients' other advisors, including legal, tax and insurance professionals to implement customized solutions.
OVERVIEW OF FAMILY ASSETS
OVERVIEW OF FAMILY ASSETS
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CASH FLOW PLANNING
CASH FLOW PLANNING
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ESTATE PLANNING
ESTATE PLANNING
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TAX PLANNING
TAX PLANNING
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RISK MANAGEMENT
& INSURANCE PLANNING
RISK MANAGEMENT & INSURANCE PLANNING
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REAL ESTATE PLANNING
REAL ESTATE PLANNING
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PHILANTHROPIC PLANNING
PHILANTHROPIC PLANNING
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PORTFOLIO MANAGEMENT
Portfolio Management at Vigilant begins with the Investment Policy Committee (IPC). It is made up of the Portfolio Managers, who implement the firm’s best thinking into client portfolios, and the Research Analysts who perform the due diligence that leads to attractive companies being presented to the IPC for consideration. The IPC employs a collaborative process that provides a diversity of thought across its members who bring varying areas of expertise and depths of experience to the management of client portfolios.

Our families are served by these same Portfolio Managers as part of their Vigilant Team, providing a direct connection between the IPC and their customized portfolio. Portfolio construction, management and review with the family is handled by the Portfolio Manager as well as ongoing communication around portfolio strategy.
INVESTMENT PHILOSOPHY
INVESTMENT PHILOSOPHY
We believe that investment portfolios that are thoughtfully designed, ...
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INVESTMENT STYLE
INVESTMENT STYLE
We are an active manager and prefer to own individual securities in investment portfolios. ...
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ALLOCATION
TO STOCKS
ALLOCATION
TO STOCKS
The dividend income generated by stocks is an important source of ...
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ALLOCATION
TO BONDS
ALLOCATION
TO BONDS
The interest income generated by bonds is an important source of ...
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ALLOCATION
TO ALTERNATIVES
ALLOCATION
TO ALTERNATIVES
The definition for “alternatives” varies considerably within ...
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ENVIRONMENTAL, SOCIAL,
AND GOVERNANCE
ENVIRONMENTAL, SOCIAL,
AND GOVERNANCE
Environmental, Social, and Governance (ESG) Investing refers to ...
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