Razzano Consulting, LLC has diversified to include Razzano Investment Management, a business offering independent and unbiased investment service. This unique investment platform will exceed client needs and expectations while minimizing investment expenses.
You may already have investment preferences rooted in prior market experience or past dealings with other investment management firms. Our role is to assess your financial needs and tolerance for investment risk.
Our management team oversees client portfolios with the global market in mind to deliver attractive investment returns as inexpensively and tax efficiently as possible, consistent with each client’s tolerance for levels of risk and appetite for levels of return.
Complete Objectivity
Razzano Investment Management is a fee-based independent organization. Our investment team represents the best interests of our clients through completely objective advice.
Clients Come First
Clients come first at Razzano Investment Management and should expect a high level of personalized attention. Our team will work with you to always make sure to point out our fiduciary obligation to act in your best interest.
Strategic Asset Allocation
Our process begins with identifying a strategic asset allocation customized to each client. This long-term approach will be designed for your unique circumstance. The combination of risk assessment and strategic planning will deliver the greatest opportunity to meet the individual objectives of each investor.
Investment Platform
Razzano Investment Management created a flexible and innovative investment platform designed to generate optimum results to each client’s financial goals. Our team applies objective analysis to find, evaluate and select “best in class” investments. The set of potential investments from which we build client portfolios takes into consideration the broadest possible set of available investment assets and investment strategies.
We construct portfolios based on expected return, expected risk, and expected asset class correlation across the global universe of publicly traded investment securities and private investments. We evaluate the full range of investment strategies being applied across the various asset classes, from passive index-matching strategies to
concentrated active management. We do so with the objective of linking
time-tested investment principles and innovative approaches to meet clients’
unique financial needs.
Sensitivity to Expenses and Taxes
Taxes are inescapable for virtually all of our clients and are a very significant consideration for most everyone. Since we are first a Certified Public Accounting firm, our wealth management process focuses on mitigating the tax saving consequences of portfolio management. We exercise great care in the appropriate placement of investments within taxable and tax-deferred accounts and continually monitor and review portfolios for tax opportunities.
Since Razzano Investment Management has no proprietary financial interest in any strategy or investment product, we always select investments for our clients that combine top performance expectations with the lowest possible cost.
