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Portfolio Construction
Gatemore builds individually-tailored portfolios
for every client, taking into account the unique
aspects of each situation. This includes current
income and liquidity requirements, tax status (of
multiple investment vehicles), trust and estate
plans and exposure to non-investable assets and
liabilities.
We concurrently develop an in-depth understanding
of our clients’ future needs and goals, collaborating
with their accountants, lawyers and trust administrators.
Our risk management process is designed to allow us to
balance our clients' exposures so that no single type
of risk presents too great of a threat to their portfolios.
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