Ategenos Private Wealth

Our Private Wealth solution provides an exclusive experience for you and your high-net-worth clients. Ategenos will custom tailor investment portfolios and provide ongoing portfolio and relationship management support to meet your clients’ needs. Learn more about our most holistic offering by connecting with an Ategenos Wealth Consultant today.

Minimum: $1M/household

  • Bespoke Portfolio Management

  • Global Asset Allocation

  • Strategic Allocation Framework

  • Dynamic Portfolio Positioning

  • Access to Private Alternative Strategies*

“Financial advisors play such a critical role in our society helping people reach their financial goals and dreams. Our mission is to serve as an extension of their team to help them win business, support clients, and prosper in a competitive marketplace.”

Todd Cole, CFA, CFP®
Head of Private Wealth

Experience

  • Dedicated and Credentialed Portfolio Manager

  • Ongoing Client Relationship Management Support

  • Advisor Sales Support

  • Financial Planning Consultation

  • Portfolio Analysis Review

  • Proactive Communications and Insights

Investment Products

  • ETFs

  • Mutual Funds

  • Equity SMAs

  • Fixed Income SMAs

Additional Solutions & Services*

  • Tax Transitions

  • Tax Loss Harvesting

  • Impact Overlay

  • Securities-Based Lines of Credit

  • Structured Products

  • Private Equity

  • Hedge Funds

  • Practice Management

  • Trust & Estate Planning

  • Insurance & Annuities

*Availability may vary based on individual firm configuration. Services may be provided by platform sponsor and/or other applicable partners. Additionally, program minimums may vary based on firm requirements.