An individualized portfolio solution.
Do you want one company to handle your entire investment portfolio? We'll build you a complete and diversified portfolio through personalized exposure to our five proprietary strategies. We tailor your portfolio to meet your investment philosophy, risk tolerance, and time horizon.
Do you prefer to select from our strategies yourself? You can pick and choose which of the five make the most sense for you.
We're professional investors.
Wealth managers are experts in relationship management, not investment management.
Investment dollars are flowing into passively managed vehicles at record rates. Find out why that might be a good thing for active managers, and why we think Bireme clients are well positioned to take advantage of this opportunity.
We'll send you simple, easy-to-understand notices any time advisory fees are deducted from your account. As opposed to some other advisors who make money from kickbacks and other conflict-prone sources, every dollar of Bireme's revenue comes from our transparent advisory fees. You always know exactly what you are paying, and why you are paying it.
We'll hold periodic meetings with you. At these meetings, we'll go over your portfolio as well as any questions or concerns you might have. We'll reassess your financial situation and determine the appropriate structure for your portfolio.
Every quarter, you'll receive a customized report. Within, we'll discuss our largest new investments in detail to help you understand how your money is invested. We'll frequently discuss returns to our strategies versus their benchmarks to give you a sense of the broader market forces driving returns. You'll also see your dynamic allocation bands and the current target allocation for each of our strategies.
The quarterly report also includes your total account returns after all costs and accrued fees. The report compares this return to a unique synthetic benchmark designed just for you. By comparing the performance of your account to the performance of your synthetic benchmark, we allow you to objectively assess Bireme's added value.
Does your current wealth manager show your account performance and an appropriate benchmark side-by-side? We do, and we think others should too.