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Private Wealth Management
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As trusted advisors to our clients, we have partnered with well respected money managers to offer private wealth management services including wealth preservation and transfer, fiduciary and charitable gift services, as well as banking, credit and customized socially conscious portfolio services. This partnership allows us to extend and ensure professional institutional resources for the management of our client’s wealth.
Dedicated to private wealth management, we screen the investment process of our partners against various benchmarks and look for consistency across market cycles. We oversee the strategic asset allocation in order to help optimize long-term performance, control volatility and ultimately aim to achieve our client’s financial goals and objectives. At Sattler Capital Management, we encompass all areas of wealth management and are grounded in decades of experience.
*Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.
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