Wealth Management Philosophy
As trusted advisors, we specialize in building sound, long-term plans for wealth management. Our in-depth knowledge of today's investing climate, along with a unique mix of dedication and experience, helps Cedar Hill serve the investments needs of high net worth individuals, families, foundations, and endowments.
Preserving Capital — We recognize how difficult it is to accumulate personal wealth. Capital preservation is paramount as we construct client portfolios.
Customizing Portfolios — We establish a shared vision of each client's objectives, constraints, and risk tolerances. A personalized Investment Policy Statement and asset allocation strategy is then crafted.
Managing Risk through Diversification — Asset allocation lowers risk through diversification. We identify a client's liquidity and income before acting on any investment strategy and build portfolios from a broad base of investments that have different anticipated returns.
Maximizing Tax Efficiency — Our portfolio managers work with clients' accountants and estate planning attorneys to maximize after-tax returns and promote efficient inter-generational transfer of wealth.
Offering a Larger Investment Universe — Your family's investment needs require that we continuously seek opportunities. Our expertise and access allow us to offer quality alternative investments that generate positive returns with low correlation to traditional investments, and lower overall volatility. When appropriate, we recommend investment opportunities in natural resources, private equity, real estate, and other non-traditional investments.