YOUR PRIVATE CLIENT OFFICE
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Institutional Portfolio Management. Delivered with Agility.
Through our strategic partnership with Morgan Stanley, Coleman Wealth Private Client Office offers a discretionary portfolio service structured around a suite of risk-weighted model portfolios delivered via Actively Managed Certificates (AMCs). These portfolios combine the flexibility of structured solutions with the transparency and liquidity of listed instruments.
- Risk-Calibrated Models: Cautious, Balanced, Growth and custom profiles
- Powered by Proprietary Indices S&P 500, Nikkei 225, Treasuries, and Global Bonds
- 50% Core Allocation to Multi-Asset Alpha Strategy
- Daily Liquidity via Bankable ISINs
- Low Minimums and Cost-Efficient Structures
- Active management at institutional scale
- Greater flexibility vs UCITS funds
- Lower cost, higher transparency
- Adaptable to evolving market conditions
- Seamless integration with client portfolios and platforms