Intelligent Quant By Beratung Gives You Investment Management Tailored to You
You are unique, so we believe your investment portfolio should be too.
That’s why your advisor will partner with you to develop and implement an investing strategy built entirely around your unique needs, goals, risk tolerance and investing preferences, making adjustments as your life unfolds.
Your advisor will:
- Design an asset allocation tailored just for you
- Work with the investment team to build a customized portfolio that includes curated investing solutions
- Review and update your portfolio as your goals, your circumstances and market conditions change
Intelligent Quant By Beratung Brings You A Completely Customized Portfolio
Your advisor determines your ideal asset allocation and constructs a portfolio that connects with your plan and preferences to maximize your return on life.
You can expect your portfolio to:
- Include a curated set of investment managers and strategies
- Receive ongoing oversight and performance management
- Reflect your goals and risk tolerance
Intelligent Quant By Beratung Offers You Investing Solutions
We offer a vast array of investing solutions with carefully vetted portfolio managers and strategies.
Our investment choices include mutual funds, ETFs, custom solutions and sophisticated alternative investments.
Intelligent Quant By Beratung Introduces You Our Convenient Online Portal
Keep tabs on your investments with our dynamic, easy-to-use GuideCenter® portal that helps you engage with your advisor to oversee your finances anywhere, anytime. GuideCenter® allows you to take on life’s changes with complete visibility and control — no matter how complex life becomes.
From our portal, you can:
Access, store, and share all your financial information in one place that includes your accounts, portfolios and goals
View your financial life in real time from a phone, computer or tablet
Communicate with your advisor through email and messenger … and more
Understand Your Mindset
With our proprietary HonestConversations® exercise, our advisors go deeper to understand your mindset, your view on money and how your life and money connect. We then apply those insights to create a personalized strategy tailored to your values, priorities and beliefs.
As life unfolds, our advisors act as a partner in your corner to adjust your strategy, proactively identify opportunities and help you avoid obstacles. We aim to help you feel more confident about using your money to live the life you want today while planning for tomorrow.
Intelligent Quant By Beratung Focuses on What Matters Most
Your advisor will help uncover the intersection between what matters to you and what you can control, helping build clarity about your financial goals and intentions.
Together, you will:
- Identify and clarify your intentions, motivations and goals
- Discuss the trade-offs around decisions and priorities
- Use scoring to track and update progress on priorities
Define Your Investment Preferences
Together with your advisor, you will uncover not only your investment preferences but also the impact they will have on your portfolio.
In this phase, you will:
- Participate in an open dialogue about investments with your advisor
- Come to understand the benefits and trade-offs to your investment decisions
- Prioritize investment attributes to help your advisor create your customized plan
- Our Capabilities
Maximize Inheritance Planning With Intelligent Quant By Beratung
Tax Planning
By integrating tax considerations into your overall financial plan, we aim to create a tax-efficient strategy that maximizes your after-tax income, preserves wealth, and aligns with your long-term financial objectives. Our goal is to help you make informed decisions that optimize your tax situation and support your financial well-being both now and in the future.
Estate Planning
Our aim is to empower you with a comprehensive understanding of your estate planning and support you in making informed decisions that align with your wishes and protect the interests of your beneficiaries. By collaborating with estate planning professionals, we ensure that all aspects of your estate plan are properly addressed and executed.
Wealth Preservation
Strategies to protect assets and wealth for future generations while minimizing tax implications. By seeking professional advice and engaging in meticulous planning, you can set in motion an enduring financial legacy that positively impacts future generations, providing them with the means to flourish and thrive.
Team
Get to know the incredible individuals behind Intelligent Quant By Beratung
We are here to address any questions you may have as you implement your plan. Additionally, for clients seeking an ongoing partnership, we provide comprehensive Financial Planning.
