• Iml

    Wouldn’t it be great if these overlay systems could accomodate assets not primarily organized around the investment function, such as: multiple policy insurance portfolios , assets situated in wealth structuring instruments – estate planning tools , such as: GRAT’s etc?
    Wouldn’t it be great if the overlay system could provide truly household consistent investment theories and methodologies bridging assets not predominately organized around the investment function with assets that are?Then the amount of aum that could be gathered would grow exponentioally.
    Well , we did it-pioneered a new platform for trust companies and advisors to do just that .
    Platform already in use by large trust companies , don’t get stuck without it!
    Contact: iml@interwealthpres.com see: http://www.interwealthpres.com