Segments we serve
We have solutions for all types of different investor profiles including High Network Individuals, Family Offices and Independent Financial Advisors
High Networth Individiuals
Building a diversified portfolio for high net worth individuals has always been a challenge, especially when getting exposure to global liquid assets in a systematic diversified way. Standard Index funds do not allow you to customize on your own unique insights, and going a Traditional Advisor route might not be appealing given the high fees (anywhere from .5% upwards). If you have investable assets of at least one million dollars, and want a more “hands on approach” to your money, Wealth Weave can provide a great solution for you
Single / Multi Family Offices
Building a diversified portfolio for high net worth individuals has always been a challenge, especially when getting exposure to global liquid assets in a systematic diversified way. Standard Index funds do not allow you to customize on your own unique insights, and going a Traditional Advisor route might not be appealing given the high fees (anywhere from .5% upwards). If you have investable assets of at least one million dollars, and want a more “hands on approach” to your money, Wealth Weave can provide a great solution for you
Independent Financial Advisors
Direct indexing is one of the most in demand offerings independent financial advisors are asked about. Unfortunately, given the inflexibility of the existing platform out there independent financial advisors often cannot make this an offering for their clients. Wealth Weave’s unique platform, along with low minimums, allows Financial Advisors to build tailored direct indexing solutions for their clients.