portfolio construction for affluent clients

This project received 1 bids from talented freelancers with an average bid price of $20 USD / hour.

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Project Budget
$15 - $25 USD / hour
Total Bids
Project Description

Independent Investment Advisor Representative owns a small multi-family

office near Philadelphia. Looking for a CFA (level 3 preferred) to set up 10-15, client

portfolios. Average client assets of 1-2 million dollars are divided into

multiple accounts such as 401ks, IRAs, cash balance plans, investment LLCs


This could be a one-time project or as I would prefer, an ongoing

relationship. I would like to outsource my investment recommendations to a

professional who is capable of putting together a portfolio based on reduced

variance and beta with the stock market. I am looking to construct

investments in order to more easily achieve scale between clients'

portfolios. I use endowment theory, illiquid investments and managers of

separately managed accounts. Maybe 10% of my portfolios are in mutual funds

or ETFs.

You would be tasked with due diligence and composing a portfolio with upside

potential (CPI+ 1% to 3%) while minimizing downside risk. Risk parameters of

clients dictates only mild-moderate risk with client ages of 50-65.

Portfolios should consist of a host of uncorrelated assets while choosing

from a pool of sma investments and working within the confines of some

currently held positions.

I would suggest we work on one portfolio first and then if we work well

together and can communicate to achieve results, we then move on to the

other 15 or so portfolios. This would be an initial project with a strategy

for put in place for the year and then reviewed yearly.

I am a one man shop, have an MBA and have run, bought and sold businesses.

Eight years ago, I started with 0 clients and have built up my business via

referrals. I concentrate on planning and strategies and need help with

portfolio construction. Currently, I work with about 20 select affluent

families as their advisor.

Please let me know your hourly rate, if this would be a one-time project

until you find full-time employment or you could agree to a longer term

arrangement. I am open to suggestions on how to make this project manageable

from both perspectives.

Please send resume, background info, experience and if a one time project or long term

arrangement and how we could achieve the outlined goals. Any suggestions on how to better achieve my goals is welcomed.

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