Our Investment Consulting Offerings

Almega Wealth Management’s flagship investment consulting offering is our Passive Asset Class Investment Management program.  This is our primary investment consulting service which is provided in conjunction with our Wealth Management service offering or as a standalone solution.  We offer a total of 18 different asset class portfolios broken down into four categories, Core Wealth, Core Plus Wealth, Sustainability, and Socially Responsible.  To learn more about our Passive Asset Class Investment Management program and portfolios click here.  

We also offer fully customized portfolios for those clients with unique investment management needs.  These needs can be due to concentrated equity positions, company stock options, hedging needs, or restricted investment management needs.  For more information please schedule an introductory call.