Private Wealth Management

PRIVATE WEALTH MANAGEMENT


You have accumulated $1M in assets. We provide our private clients with an enhanced level of service to meet their more complex financial needs.


 

 

 

You may have other advisors- accountant/tax expert, lawyer or notary. We coordinate with them and take a holistic approach to the elaboration of your financial plan and the management of your portfolio.

 

 

You may have investments in private companies, stock options from your employer, real estate investments or other alternative investments or you may have a portfolio at another financial institution. We take all your assets into account when we build your investment policy and manage your portfolio.

 

 

We pay close attention to your succession planning and we coordinate with your legal advisor or notary.

 

 

 

 

 

 



OUR SERVICES

Portfolio Management

Archer’s approach uses index investing to structure a diversified and personalized portfolio that minimizes risk, costs and your tax bill.

Financial Planning

Achieving your financial goals starts with a good plan! We develop that financial plan with you, covering all your needs.

Private Wealth Management

You have accumulated $1M in assets. We provide our private clients with an enhanced level of service to meet their more complex financial needs.

Cost

We charge a fee for our financial advice and portfolio management but you do not pay transaction fees.



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