CUSTOM INVESTMENT MANAGEMENT

Almega Wealth Management will work with clients who require customized investment management.  We have more than 20 years of experience managing portfolios for 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