The path to tailor-made investments
Natalya believes that substantial wealth deserves significant attention and thoughtful care. Her mission is to identify the optimal ways in which to provide personalized wealth management guidance and address individualized concerns.
She invests the time to sit down and gather information about each client’s financial picture—clarifying short- and long-term objectives, understanding time horizons, determining liquidity needs, and assessing risk and return parameters.
These inputs serve to inform her tailor-made asset and allocation strategies and the adjustments she makes to current portfolios. Natalya tests these scenarios through analytical simulations and discusses potential outcomes with her clients.
Natalya’s proprietary portfolio construction methodologies are sector-driven, and are tactically rebalanced as economic cycles shift. This unbiased approach enables her to capture directional market views while maintaining proper diversification in line with the firm’s thought leadership, and her intense research and financial knowledge.
Utilizing a statistically logical mix of both passive and active instruments, Natalya tactically overweights certain sectors based on the current macroeconomic landscape and market cycle. She employs a proactive style, giving her the ability to nimbly and rapidly capitalize on upside opportunities or minimize risk.
Natalya’s methods are labor-intensive, and her hands-on approach is differentiating. She dedicates extra effort to conduct due diligence on third-party managers and funds, using tools and metrics to evaluate performance based on trading philosophies and security selections. This investigation helps ensure that investment vehicles are aligned thematically and are appropriate for her clients.
Ongoing advice and guidance
Natalya believes that just as economic and market conditions adapt and change, portfolios must evolve as well. Accordingly, her client service model includes a flexible and forward perspective to help ensure investments remain suitable.
She builds a personal level of trust by carefully educating her clients regarding the investment realities of today’s environment. Natalya considers this level of transparency fundamental to an advisory relationship, and it’s an area of focus in which she excels.
Natalya meets with clients on a regular basis and communicates often, conveying information regarding global market events and her strategies to accommodate the impacts from these economic forces.
By providing continuous analysis, Natalya works toward her clients’ long-term goals, while keeping an eye on their short-term needs.