 The New Canaan Group BWA offers a variety of special services tailored to the needs and objectives of financial industry professionals.
COMPLIANT INVESTMENT SERVICES
Lessen the burden of regulatory issues and investment management challenges. Draw on our experience and our internal controls and procedures. We know how to navigate your compliance department to get accounts opened and keep them compliant with your firm’s policies.
CONCENTRATED EQUITY POSITION MANAGEMENT
How do you efficiently manage concentrated equity positions? Turn to us for insight, hedging and diversification strategies using cashless collars*, protective puts*, and stock sales.
*AXA Advisors, LLC offers certain products and services of LPL Financial (headquartered in Boston, San Diego, and Charlotte). AXA Advisors, LLC, member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts offered through AXA Advisors’ Financial Professionals. AXA Advisors and its Financial Professionals are not affiliated with LPL Financial.
ADVANCED ESTATE PLANNING STRATEGIES
How do you reduce estate tax liability in order to provide more wealth to the next generation? We provide planning advice to develop tax-efficient strategies through trust and insurance programs that provide liquidity to help you conserve your estate. Techniques employed may include Charitable Remainder Annuity Trusts, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, and other estate planning strategies.
TAX-EFFICIENT ASSET MANAGEMENT
We view active tax management as a low-risk way to add to net returns. We do the work, and coordinate with your tax advisors to harvest losses that can be used to offset gains. We also monitor mutual fund distributions in order to minimize taxes. Tax efficiency is an important criterion in our multi-factor investment manager selection process.
OUR UNIQUE INFORMATION NETWORK
Our relationships with sophisticated clients give us a unique perspective on the global marketplace and on strategies to help our clients achieve their goals.
FIRMS WHERE CLIENTS ARE EMPLOYED
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