The right tool at the right moment
The Pilot Wealth team combines its goal-oriented, financial planning approach to wealth management with a sophisticated, differentiated investing experience. Like our financial plans, our investment advice is tailored to each of our clients’ goals, lifestyles and tolerances for risk.
In-house portfolios
The flagship of our investment program is our range of portfolios, each constructed and managed by the Pilot Wealth team to meet a variety of investment goals. We follow a rigorous, comprehensive due diligence process, assessing each individual security as well as the portfolio as a whole for its performance and fidelity to style.
Private markets and alternatives
For qualified investors, we curate a range of private market and alternative investment strategies that may offer returns differentiated from public markets. These types of investments are reserved for highly qualified investors seeking outcomes separate from macroeconomic trends.
- Private equity
- Alternative assets
- Alternative strategies
- Real estate
- Capital markets investing
Additional strategies
We also have access to different strategies that could include direct indexing and tax loss harvesting.
Private placement and key person insurance
Through our professional relationships, we can help business owners and heads of family with strategic insurance policies and the contained investments.
Expansive investment universe
Through our relationship with Raymond James, our clients can access a broad universe of investment opportunities from some of the world’s most notable fund managers, often at account minimums below the retail requirements. Combined with our in-house offerings, we believe we can construct a portfolio to suit nearly any investor’s goals.
Risk assessment
In providing investing advice, we practice disciplined due diligence to select investments we believe best serve our clients’ and their goals. We also communicate potential pitfalls of the strategies we outline. But investing involves risk, and every investor feels risk differently. In investing, the more direct route is often the one with more turbulence, so for investors seeking aggressive returns, we will verify that you understand the inherent volatility and potential for loss.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.