CUSTOM INVESTMENT MANAGEMENT

Almega Wealth Management will work with its Private Wealth Management clients who require customized investment management.  We have more than 20 years of experience managing portfolios for high-net-worth individuals and successful families with unique investment management needs.

There are many reasons a client may need or require a customized investment management approach.

• • • • Concentrated / Restricted Stock

      • Corporate Stock Options

      • Restricted Investment Requirements (Politicians & Public Auditors)

      • Provisions of an Irrevocable Trust

      • Private Insurance Trusts

      • Collateralized Lending

      • Cash Management