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Investment Products

Active Advisory Investment Portfolio Management Alternative Investments Family Office Services Monitoring Consulting Art Advisory Representation at art auctions Real Estate Services Fiduciary Services

Other Services as an Advisor

Whether clients are interested in equities, the latest IPOs, fixed income, foreign exchange or derivatives, our Relationship Managers are competent and reliable partners. Before they advise, they listen. This ensures that clients' investment goals and risk tolerance are fully understood. Using advanced technology, they obtain information quickly and efficient and give clients prompt, clear performance reports on a regular basis.

Investment consulting services are offered at MAM Wealth Management only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a MAM Wealth Management Financial Advisor to further discuss the differences between brokerage and advisory products offered by MAM Wealth Management. Past performance doesn’t guarantee future results.

MAM Wealth Management, LLC offers a full portfolio management service enabling clients to focus on other priorities with the knowledge that their assets are being well managed.

Taking a client's risk parameters, investment goals, currency preferences and any other specific instructions into consideration, we structure and manage the client's portfolio.

Alternative investments are an attractive way of complementing traditional investment holdings by demonstrating a low correlation with the major equity, fixed income and foreign exchange markets. By diversifying risks and providing access to leading managers, MAM Wealth Management, LLC gives clients an interesting opportunity to invest in this sector.

MAM Wealth Management, LLC offers a comprehensive investment advisory service for our clients who invest in various asset classes with several different financial institutions and portfolio managers. Through its monitoring and consulting services, it provides clients with a complete and transparent overview of their investments.

Family Office compiles all of the transaction data from existing accounts and investments, and processes it into a designated shadow system. Clients receive regular feedback on asset allocation, performance and tax-relevant data. Each report contains detailed information on the performance of each individual money manager and investment.

In addition, the Family Office can organize regular meetings with a strategy committee in order to analyze market developments and review asset allocation. Family Office is available to families with liquid assets of USD 30 million upwards.

Appreciating value MAM Wealth Management, LLC through its sister company ArtForMovies.com offers you multi-facetted services and consulting for everything that has to do with art collections as they exist or are to be acquired. As a contact partner to complement your local customer relationship manager, we have a team of professionally trained art specialists available to advise you, for example, in the following areas:

Taking inventory of an art collection
Analyses and appraisals of individual works of art or collections
Establishing, expanding and reorienting art holdings
Art history-related research inquiries
Arranging purchases and sales
Recommending specialized experts (e.g. art restorers, appraisers and transport companies)

After meeting together with you in person, we develop a customized concept and discuss the best possible ways of implementing it. With an extensive network of contacts, many years of experience and services from a single source, we are in a position to assist you in rapidly find the promising solution for your assets in art and antiques.

Real estate is a vital component in private financial planning. Investments in this field are essential to improve returns, preserve wealth in the long-term, and to plan your personal pension.

To achieve these goals, careful planning and professional management are necessary. We offer a wide range of services through our 100% subsidiary MAM Realty Advisors, LLC:

Development and implementation of a real estate strategy
Acquisition and sale of real estate
Valuation of real estate
Real estate improvement
Financing of real estate
Financial Planning

To be effective, wealth management has to have a long-term horizon. Financial Planning is a special service developed by MAM Wealth Management, LLC to assist you in budgeting for the future as realistically as possible. Your Relationship Manager can help you to assess how your investments need to grow in order to generate the funds which you will require in certain phases of your life.

By predicting when a surplus or a shortage seems likely, this analysis allows you to adjust your investment strategy accordingly. This service is particularly important in transitional situations such as entering retirement, inheriting a large sum of money or handing down the management of a company to the next generation.

At MAM Wealth Management, LLC, we establish a personal relationship with each and every one of our clients. Your Relationship manager develops a personalized estate plan, based on your instructions and tailored to your individual situation. In addition, he or she can then accompany you through the entire process - from the initial planning to the establishment and administration of your estate plan.

The mutual trust that is created by this approach is of special value in the sensitive field of asset transfer from one generation to the next. Further options include establishing a trust for family members or other beneficiaries and competent assistance in related topics such as asset evaluation or property management.