CIO Portfolio Management: Case Study

Client Need

  • Successful self-employed consultant who inherited significant (8 figures) assets
  • Portfolio included traditional liquid investments, real estate and various direct business investments
  • Unhappy with advisory firm that was overseeing her portfolio
  • Needed a new trusted advisor with a more holistic approach

BWA Approach / Recommendations

  • BWA performed complete portfolio review and prepared analysis of holdings
  • Introduced new group of legal and accounting professionals
  • Provided client with alternative portfolio construction recommendations using BWA’s manager-of- managers service

Result / Outcome

  • Risk / reward profile of the portfolio was enhanced
  • Managed the client’s cash flows to accommodate her changing needs
  • Facilitated the governance of client’s portfolio with trustees and team of other professional advisors
  • Client “slept better” with new BWA approach