Services

Knightsbridge Wealth Management serves as your “financial quarterback”. We work closely with CPAs, attorneys, and third-party administrators to ensure your financial needs are met.

Our services include the following:

Active Investment Management

We are an investment-based organization, not a sales-based organization.

Our Investment Committee is comprised of professionals with a mix of advanced graduate degrees and professional designations including Chartered Financial Analysts (CFA) and Certified Financial Planners™ (CFP). This intellectual capital allows us to optimize portfolio efficiency and avoid fees by running many components of our investment strategies in-house. In other areas, our seasoned financial professionals comb through thousands of investment options to select the most appropriate investments for your portfolio.

Asset Allocation
Security Selection
Risk Management
Behavioral Psychology

Private Investments

Our portfolios are tailored to meet your specific objectives, consistent with your risk profile, which can range from conservative to aggressive. We take the time to get to know both your goals and life situation to chart a course that makes sense for you.

Objective Setting
Tax Evaluation
Asset Allocation
Investment Selection
Portfolio Review Process

Liquidity Events

Sale of Business
Inheritance
IPOs

Tax Sensitivity

We consider taxes at the front end and build around your tax bracket.