Toll Free Phone: (800) 549-5350

We have cracked the investment code with our 3 Dimensional Universal Asset Allocation Model

We are a boutique family office style private wealth management firm made of CFAs, CFPs, CPAs, Trust & Estate Attorney and many other technical investment strategists serving only high net-worth individuals, trusts, businesses and foundations for their investment management, income & estate tax reduction and wealth transfer needs. 

Inside this 45 page whitepaper, you'll learn how to...

  • Increase your total portfolio return 
  • Dramatically reduce the volatility 
  • Create sizable liquidity at all times
  • ​Reduce substantial income tax liability
  • ​Build estate-tax efficient generational wealth
  • ​Double your retirement income distribution
  • Increase your total portfolio return 
  • Dramatically reduce the volatility 
  • Create sizable liquidity at all times
  • ​Reduce substantial income tax liability
  • ​Build estate-tax efficient generational wealth
  • ​Double your retirement income distribution

THIS MODEL WORKS BEST WHEN YOU HAVE AT LEAST $5 MILLION IN TOTAL INVESTMENTS. 

If your investment portfolio is more than $5 Million then this is a MUST read for you.

INVESTMENT PHILOSOPHY

Our 3-Dimensional Universal Asset Allocation strategy is the direct result of multiple decades of investing and testing by us and others in the industry. The logic behind the 3 dimensions is that it is very hard to consistently out-perform the corresponding indices with a traditional asset allocation even though the asset allocation is the single biggest deciding factor of any investment portfolio's return over the long term. That is where the role of second and third dimensions come into play.

The first dimension consists of multiple asset classes with low correlation coefficients. We challenge the traditional asset mix of equities and bonds used in decades past. The use of multiple alternative investment sleeves solves the challenges of traditional asset allocation. Specific assets classes and their weighting will vary among investor risk profiles however, up to 10 individual sleeves may be allocated.

The second dimension incorporates 5 of the most powerful money and investment principles. We have found that investors and advisors alike often overlook these factors when structuring a portfolio using the bottom-up approach. The 5 principles of the 2nd dimension are: The Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety and Leverage Volatility.

The third and final dimension considers three external factors such as Market Timing, Expenses and Tax Considerations & Strategies that can have an exponential impact on an investors lifetime rate of return.  

Streamline Your Private Wealth

WHAT WE DO FOR OUR IDEAL CLIENTS

As your investments grow throughout your career, much consideration must be given to the choices that are made. As high net worth, ultra-high net worth, and ultra-high income earners, each small decision can have significant implications on your, life, family, purpose and ultimately on your legacy. 
Our strategies have been found to be highly effective on portfolios of $5 million and above however, long term, our strategies can have significant impact on portfolios between $1 million and $5 million. We require a level of commitment that maximizes the value that we bring to our clients. 

As a registered investment advisory firm and fiduciary, our primary objective when making a decision for you is ensuring that we are acting in our clients best interest, above all else.

Our intensive process requires a deep dive into your current financial status and your future goals. We then identify your current needs and predict the most likely outcomes that will determine your family’s future needs. 

We use this data to create a plan that is re-weighted and re-allocated based on changing variables that can include macro market trends, sector rotation, time money value, life-changing events, short-term key opportunities, interest rate environment, dollar-cost averaging, leverage qualifications, and many more.

Our strategies ultimately strive to avoid short-term market volatility and increase the probability of reaching your financial goals while decreasing your risk exposure.
Our client relationships are structured to serve our clients for the entirely of their lives, and the lives of future generations.

By designing the correct plan and using the correct supplemental strategies at the right time, we are able reduce our clients risk exposure without sacrificing many of the traditional benefits that come with more volatile asset classes.

If you are a successful professional such as an engineer, physician, dentist, lawyer or business owner with tremendous success, or a senior executive looking for a true family office kind of setting with a team of very talented CFA, CFP, CPA, and Trust & Estate Attorney for your wealth management and overall financial needs then, go ahead and schedule a FREE call with us now.
Toll Free: (800) 549-5350
 invest@neiljesaniwealth.com
 HEADQUARTER:1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323
 REPRESENTATIVE OFFICE:1406 Exchange Tower, Business Bay, Dubai, UAE
DISCLAIMER: Neil Jesani Wealth Management LLC is a State Registered Investment Advisory firm. The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neil Jesani Wealth Management LLC is an entity separate than that of Neil Jesani Advisors Inc. Investing involves risk, including the potential loss of principal. Neil Jesani Wealth Managements registered financial advisor representatives are authorized only to conduct business with residents of the states and/or jurisdictions in which they are registered. Here is the link to our ADV.
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