We have a long history of helping clients of significant wealth manage complex investment strategies, including sophisticated solutions such as alternative investments. You can count on a customized portfolio and personalized strategies designed to meet your individual investment goals and risk tolerances.
At CTC l myCFO, our culture and legacy were built upon the foundation of working with individuals and multi-generational families that have accumulated substantial liquid wealth. Our investment professionals are experienced in managing complex portfolios and work closely with you to develop strategies designed to meet your investment and lifestyle goals.
We believe in the benefits of non-conventional thinking, and that investing in emerging, non-traditional asset classes may deliver better risk-adjusted returns. Our team dedicates considerable resources to keeping pace with the evolving investments landscape. Using our robust list of recommended funds, including the alternative investments described below, we create customized portfolios for our clients, designed with individual investment goals and risk tolerances in mind.