Optimized Money Management

Centralized Reporting

Venitage brings together into one point of view the various styles and strategies of different investment managers who may be working on your behalf.

Our centralized report brings together their collective results.

Asset Allocation

The firms managing your investments don’t typically share with each other how they’re investing your hard-earned cash. As such, your investments can wind up being redundant, if not countering
each other.

Using our centralized report, you can easily see your current asset allocation mix, securities overlap, portfolio risk, fees for each manager and more.

Collaboration

This also helps us to work collaboratively with others you have hired in order to see if we can find better ways for your money to work for you. And as Registered Investment Advisors, we provide
suggestions on how you might better balance and allocate your investments in terms of types of asset classes, your risk tolerance, and your short- and long-term goals.

See our case study, “Clarifying and Improving Investment Portfolios.”