Breadth Of Services

Precipio Wealth Management divides its client services into three distinct categories that blend as elements of a holistic process:

Investment Advisory

• Investment Advisory
• Asset allocation
• Manager searches, backtests and technical analyses
• Sub-manager engagements
• Rebalancing
• Data aggregation
• Independent performance measurement
• Composite performance reporting
• Analyses of fees and costs of externally managed assets
• Trust and estate securities valuations and transfers
• Online viewing.

Financial Planning

• Testing strengths and weaknesses
• Probabilistic forecasting
• Estate analysis
• Planned gifting
• Beneficiary designations review
• Life insurance reviews and analysis
• Tax reporting
• Coordination with CPAs, attorneys and insurance advisors

Outside Assets Advice and Guidance (OAAG)

• Oversight of non-custody assets (non-transactional)
• Performance capture, measurement and reporting.