Breed's Hill Capital designs customized wealth management strategies across all financial planning disciplines to assist our clients in identifying and achieving their goals.

Investment Management 

• Investment Policy Creation and Maintenance
• Dynamic Asset Allocation
• Independent Manager Access, Selection and Oversight
• Portfolio Risk Management
• Concentrated Stock Strategies

Wealth Planning

• Tax Coordination and Planning
• Estate Planning Strategies
• Life Insurance Analysis and Execution
• Asset Protection and Liability Mitigation
• Family Governance
  

Organization and Coordination

• Investment and Wealth Management Reporting
• Online Portfolio Aggregation (available via web and mobile applications)
• Secure Portal Document Access​
• Personal CFO/CEO services

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