Out Wing Wealth

About

About the Firm

Outwing is a Multi-Family Office and we manage a small client base with a hands on approach and best in class service. We emphasize a high degree of interaction with our clients and prepare both comprehensive suite of reporting on demand and also quarterly/annual meetings to ensure high alignment between our team and your family.

The firm provides portfolio services with a fee based, customized approach to qualified investors. Outwing Private Wealth Management is a Registered Investment Adviser with the SEC. Outwing has a proven investment philosophy, significant relevant experience, and its interests are aligned with investors.

Our Mission

Our industry is evolving from a one-size-fits-all mindset to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Outwing specializes in tailoring a full suite of customized portfolio services that help investors expand their investment holdings and better reduce downside exposure to loss. 

Philosophy

We focus on investment and wealth management solutions by approaching each client individually. We do not manage a one size fits all model portfolio for clients. Instead, our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services. Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution.

Proven Investment Pholosophy

  • Outwing has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns relative to their benchmarks in all economic environments.
  • Portfolio optimization of either risk or return, customized to your specific requirements, with access to an open universe of ETFs, Stocks, Mutual Funds, Fixed Income, investment managers, and select private equity and hedge funds.

Our Approach

We combine internally managed strategies with rigorously-selected, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to income and preservation.

Investment Approach

  • A strategy is designed to capitalize on defined market opportunities and has a disciplined approach to fund selection among the institutional-quality equity, fixed income managers and hedge funds that share a complimentary investing approach.
  • Our professional investment team routinely reviews and rebalances each strategy to ensure that it complies with its defined objectives through time.
  • Talk to us about our current strategies and market thinking.
  • Our professional investment team is constantly sourcing new institutional-quality funds across all investment strategies.
  • We routinely perform quantitative and qualitative reviews of each fund to ensure that it continues to meet our rigorous criteria.

How does it work?

  • The Outwing approach delivers access to the model portfolios of a wide variety of third party investment managers. These ”Sleeve Strategy Managers” are selected by Outwing through a rigorous diligence process. Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies.
  • Private Client services – Custom client website, reports and planning designed to inform and identity opportunities.
  • Investing and portfolio management and trading support.
  • Technical training/webinars.
  • Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers, Millennium Trust.

We run your finances so you can run your businesses and/or live your life.

TRANSPARENCY

We create long term plans so you can have clear visibility for all the major financial events on your horizon, moving you from being reactive to proactive.

APPROVAL

We provide clear approval processes so we always act with your best interests.

REPORTING

We provide on demand and regular reporting including the opportunity for family offsites and in person retreats to plan for major events.

We execute and begin offloading the work from you and other service providers

WE PAY FOR OURSELVES

As experienced family office professionals we can consolidate and reduce bills from service providers, reduce AUM/transaction fees, and free up your high value/cost time such that engaging us is often a significant net uptick in overall annual financial performance.

LET US HANDLE THAT FOR YOU

Our team has broad experience in most financial/life events and can step in to resolve one-off events and where appropriate refer work to other professionals which we oversee on your behalf.

We build generational wealth plans in three steps

TAX / ENTITY STRUCTURING

We work with you and our team of attorneys to ensure tax efficient outcomes for your business, liquidity events and intergenerational transfers.

ASSET MANAGEMENT

Outwing reviews your existing portfolio equity/bond/real estate/and other financial assets to ensure maximize total return on your portfolio.

CASH FLOW MANAGEMENT

We present expense management options to reduce overall costs, ensure spending habits track with your financial planning goals and preserve liquidity as needed.

We spend a considerable amount of time getting to know you, your businesses, your financial assets and your family.

1. BUSINESS ADVISORY

We take a second order approach and work with you to understand both your personal assets and your underlying business entities, their capitalization, harvest time horizons and structuring to identify opportunities to improve tax efficient outcomes, recapitalize, or generate

2. LIQUIDITY

Liquidity/Tax Planning - We review your family/business domiciles, financial spending habits and goals to ensure you have sufficient liquidity and cash flow to live a lifestyle of your choice.

3. EXPENSE MANAGEMENT/COORDINATION

We review your existing service providers and tax/legal engagements, property managers, portfolio allocation, and existing estate plans.

4. RISK MANAGEMENT

We review existing risk management, insurance, administration processes, banking relationships and other liabilities.

6. FINANCIAL PLANNING

As requested we meet with you/your spouse and other family members to ensure a holistic view of the family’s finances and long term goals.

Outwing Private Wealth Management is a Registered Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Outwing Wealth and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Outwing offers advisory services independent of Arete. Neither firm is affiliated.

Fidelity Investments® and eMoney Advisors LLC (together "Fidelity") is an independent company, unaffiliated with Outwing Private Wealth and the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1186919.1.0

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