The idea is that rather than trying to make sense of advice from a series of professionals. High net-worth families may benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own and/or their family's current and future needs.
After the original plan is developed, the manager meets regularly with clients to update goals, review and rebalance the financial portfolio, investigate whether additional services are needed and ideally, follow clients throughout their life.
Dec 19, 2016
Dec 12, 2016
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Oct 31, 2016
Oct 24, 2016
1140 Ave. of the Americas, 10th Fl, Ste 956, NY, NY 10036
Ph. (212) 489-1800
Ensemble Financial © 2021
All Securities and Advisory Services provided under the name Ensemble Financial, Inc. are offered through Titleist Asset Management, Ltd. ("TAM"), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. Customers working with Ensemble Financial, Inc. will be dealing solely through TAM with respect to their investment, brokerage and securities transactions. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. Member FINRA and SIPC.