Bespoke portfolio design for high-net-worth clients, blending private opportunities, equities, commodities, and structured products.
- Client : Julian Ruiz Jr
- Duration : 3 Months
- Year : 2021
- Tags : high-net-worth , bespoke-portfolio , alternatives , private-equity
- Website : Julians Portal
High-Net-Worth Custom Portfolio — Tailored Multi-Asset Strategy
Executive Summary
This custom portfolio was created for a UHNW client requiring tax-aware structuring, liquidity staging, and concentrated opportunity exposure while maintaining overall risk controls.
Custom Elements
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Private Equity and Alternatives (30%): Access to vetted private deals and funds.
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Equities and Derivatives (25%): Tailored allocations with options overlays for enhanced yield.
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Commodities and Real Assets (20%): Inflation protection and diversification.
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Fixed Income and Cash (15%): Credit and laddered municipal bonds for tax efficiency.
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Reserve and Opportunistic (10%): Capital reserved for deal flow.
Governance and Reporting
Monthly performance dashboards, tax-aware rebalancing, and coordinated reporting with client’s tax advisors.
Outcome
Customized return profile meeting liquidity, tax, and legacy objectives while exploiting select alpha opportunities.