Grant Atkins Shares Information About The Services That Wealth Management Offers

Wealth Management

We are committed to identifying, creating and providing access to some of the best, most

innovative investment ideas and opportunities for each of our clients. Our private investors turn

to us to help them build and manage their wealth in today’s complex and challenging

environment.

The investment approach begins by working closely with our clients to identify their goals and

risk tolerance and to understand the nature of their existing asset base.

We then develop a long-term strategy and work with each client to implement appropriate

strategies, products and techniques. We also review the strategy on an on-going basis and

evaluate potential adjustments in response to changes in economic conditions, market trends and

client needs.

Our Services include:

Asset Allocation and Consulting – Evaluating a company’s assets lets us understand what we

have to work with in building long term equity with the base we are given. There are tangible

assets such as buildings, property, products, etc. These assets can be used as revenue producers

as well as additional means of raising capital. For instance, we can leverage real estate for bridge

loans in order to raise short term capital for various needs. Our consulting educates or provides

direction on maximizing revenue within the asset base. Most times we can develop multiple

revenue models for different assets. We provide the experience and network to provide other

options.

Manager Selection and Oversight – This is very important to make sure you have the right

management team as the forefront of the company. The day to day decisions and success of the

company heavily depends on management. When companies are expanding and growing rapidly

we can provide the experience and mitigate the shortfalls companies might run into. A successful

company is always supported by its people and we ensure that the foundation is set up correctly.

We can offer recommendations for key personnel and often times place key people in the

organization for periods of time to help the companies achieve their short term goals. This is a

service that helps all parties involved.

Investment Monitoring and Evaluation also provided and established. We have a network that we

raise capital through as well as doing the analysis of evaluating the appropriate investment team

for the venture. Often times we have groups that invest in like projects because of their

experience and knowledge within that particular industry.

Alternative Investment Opportunities is usually defined as debt or institutional financing and

sometimes factoring. Institutional financing or bank financing is another avenue that we can help

with. Obviously there are some key components that need to be in place which a lot of which we

already discussed. Financial institutions like to know how they are going to get their money

back. We provide them with financial statements, forecasts and key personnel bios to give them

a comfort level on why they would invest.