SOURCE: Pillar Wealth MGMT

Pillar Wealth MGMT

January 25, 2016 12:47 ET

Timely New Article by "Pillar Wealth Management" Reveals Ultra-High Net Worth Portfolio Protection Strategies in a Horrible Market

WALNUT CREEK, CA--(Marketwired - January 25, 2016) - Pillar Wealth Management, LLC, a private wealth management firm to affluent families -- including some who reached a net worth of $400 million -- announced today that it has published a timely and topical new article titled: "Ultra-High Net Worth Portfolio Protection Strategies in a Horrible Market."

Pillar Wealth Management's new article, which is written by the firm's co-founders Haitham "Hutch" Ashoo and Christopher Snyder, points out that the severe market volatility which has ushered in 2016 both within the US and globally may be the "new normal," and may not abate anytime soon. As such, it is even more important for ultra-high net worth investors to implement strategies that make the road ahead straightforward and more predictable, rather than stressful and risky. 

To that end, Ashoo and Snyder discuss two types of asset allocation -- one dubbed "relationship-based," and the other "risk-based." The former involves analyzing historical corelationships between different asset classes, with the goal of maximizing return and minimize risk. The latter involves spreading risk among various asset classes to increase predictability. Both strategies are explored further in the article, as are discussions on:

  • How asset allocation is not the same thing as diversification.
  • The importance of implementing a unifying investment approach that aligns portfolios with asset allocation.

Additional insights and strategies are also available in Ashoo and Snyder's new book The Art Of Protecting Ultra-High Net Worth Portfolios And Estates, Strategies For Families Worth $25 Million to $500 Million," which is available at Amazon.com. Professional advisors, such as estate planning attorneys, CPAs, M&As, real estate and other professionals, who work with ultra-high net worth families are encouraged to gain insights from the book. 

"Nobody has a crystal ball, and that is precisely why asset allocation remains such a smart, proven and, frankly, essential structuring strategy -- especially during horrible markets like the kind we are seeing today," commented Ashoo. "While our new article is definitely a good starting point, to do the topic justice, we highly recommend a full read of the multitude of strategies in our book."

The full text of Pillar Wealth Management's new article "Ultra-High Net Worth Portfolio Protection Strategies in a Horrible Market" is available at http://pillarwm.com/ultra-high-net-worth-portfolio-protection-strategies-in-a-horrible-market.

For all other inquiries contact the firm at Tamara@Pillarwm.com.

About Pillar Wealth Management, LLC

Haitham "Hutch" Ashoo and Christopher Snyder are privileged to have worked with ultra-high net worth families, some of whom attained wealth reaching $400 million, helping them achieve a positive change in their lives and finances. They cofounded Pillar Wealth Management, LLC, an independent, fee based, private wealth management firm. As their clients' go-to advisors, they are brought in to help with investment management, strategic planning, asset allocation, risk control, and tracking of their clients' progress towards life-goals. Their services are provided to a limited number of clients. They only accept a new client when they have determined that there is mutual admiration and respect and only if they can add substantial value to the client's financial life. Learn more at http://pillarwm.com

Contact Information