At AIP, we understand and manage the complexities associated with high net worth clients and their dynamic, multi-generational families. Therefore, we create investment portfolios that are tailored to each client and are managed on a segregated basis. We incorporate each client's unique circumstances into their own distinctive investment policy and strictly adhere to a well-defined, customized investment policy that positions each client's portfolio to benefit from long-term market trends.
We believe that the individual circumstance of each investor is a key determinant in the portfolio construction process, therefore, existing holdings, income requirements, tax considerations, time horizon and financial goal are all taken into account to create that customized long-term planning solution.
For more information, please contact us at firstname.lastname@example.org