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WE KNOW YOUR FAMILY IS YOUR
Greatest Wealth

Investment Management

Our investment approach is designed to assist families in building long-term wealth through a simplified and innovative strategy.

At Family Wealth Custodians, we recognize the importance of effective investment management in building and preserving your wealth. Our Comprehensive Investment Management service is designed to provide you with a tailored investment strategy that aligns with your financial goals and risk tolerance, ensuring a secure and prosperous future.

Our approach begins with an in-depth analysis of your current financial situation, investment objectives, and risk profile. By understanding your unique needs and aspirations, we develop a customized investment plan that aims to maximize returns while managing risk effectively. Our team of experienced professionals utilizes a disciplined investment process, combining rigorous research and analysis with a deep understanding of market trends.

Our Comprehensive Investment Management services include:

  • Portfolio Construction: Designing a diversified investment portfolio tailored to your specific goals and risk tolerance.
  • Asset Allocation: Strategically allocating assets across various classes to optimize risk-adjusted returns.
  • Ongoing Portfolio Management: Continuously monitoring and adjusting your portfolio to respond to market changes and maintain alignment with your objectives.
  • Risk Management: Implementing strategies to mitigate risks and protect your investments.
  • Performance Reporting: Providing regular, transparent reports to keep you informed about your portfolio’s performance.
  • Tax-Efficient Investing: Utilizing strategies to minimize tax liabilities and enhance after-tax returns.
  • Retirement Investing: Developing a strategy to grow and preserve your retirement savings.

With our Comprehensive Investment Management service, you benefit from personalized advice, expert guidance, and a proactive approach to managing your investments. Our commitment to excellence ensures that your investment strategy evolves with your changing circumstances, helping you stay on track to achieve your financial goals. Trust Family Wealth Custodians to manage your investments with the utmost care and expertise, ensuring your financial success.


Are you looking for specific advice or services?  Choose from our related services:

Life Stage Financial Planning

We're all about making your money work smarter, not harder! Our top priority is ensuring your family's long-term financial security with maximum efficiency.

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Investment Management

Our investment approach is designed to assist families in building long-term wealth through a simplified and innovative strategy. 

Retirement Planning

Secure your financial future with our retirement planning service. We offer personalized solutions tailored to your unique needs and circumstances, so you can enjoy your golden years

Business Meeting

Tax Planning and Accounting

We understand the importance of minimizing tax liabilities and maximizing tax savings for our clients. Let us help you achieve your financial goals with our expert tax planning and accounting services.

Family Wealth Master Plan™

Your Family Wealth Master Plan is a detailed financial plan that provides a roadmap for achieving your financial goals. Our team creates a customized plan that considers your unique circumstances, helping you decide about your financial future.

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Life Assurance

We provide advice on efficient assurance coverage so that you can have peace of mind knowing that you are getting the most protection possible while minimizing costs.

Fiduciary Services

Our goal is to be your lifelong companion, accompanying you through all the ups and downs. We offer both compassion and effectiveness, assistance and expertise.

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Employee Benefits

Our employee benefits service offers a range of options to meet different needs and budgets. We provide support and advice to help businesses care for their employees and attract top talent.

Business Assurance

We assist businesses in mitigating risks and complying with regulations through our expert team's comprehensive assurance services, including risk assessments, insurance advice, and reviews.

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