TYPES OF ADVISORY SERVICES

5Gens provides financial advisory services. It furnishes investment advice through consultations, and issues email reports when 5Gens determines that it will benefit the client.

Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. 5Gens does not provide tax, insurance, or legal advise. It is the responsibility of the client to get that advise directly.

Our experience over multiple market cycles and across different investment organizations, places 5Gens in a unique position to be a trusted counselor. 5Gens is a true fiduciary and is held to the same standard of care as professional trustees. Beyond traditional investment advisory services, the following are some of the ways we add value to client relationships:

  • Financial planning for 5 generations!

  • Transparent disclosure of conflicts and terms associated with investment managers and products.

  • Coordination of investment policy among various investment entities and providers.

  • Definition of an investment strategy (asset allocation, balancing of risk, liquidity and return).

  • Defining, matching and optimizing investments with Clients’ investment policy statements.

  • Consolidated and fully transparent independent reporting across multiple custodians.

  • Direct access to innovative funds or venture capital options.

  • Investment counseling and education, for all generations.

  • Peace of mind.