Halbert Wealth Management

Information may not be reliable

Wall Street’s conventional wisdom says to seek returns that are favorable relative to a market index and buy-and-hold for the long-term. But we believe that your investment portfolio should be judged based on how it meets your investment goals and how well it manages market risks.
Our goal is to produce “absolute returns” – that is, consistent, positive returns in both up and down markets. While there are no guarantees, we feel we are uniquely qualified to address your investment needs because of our:
Flexibility – We are a “manager of managers” in that we seek out quality third-party money managers that you may not find otherwise. We offer a diverse set of expertise and active management strategies, and we are constantly on the lookout for new money managers that meet our strict selection criteria.
Experience – Our principals have over 30 years of experience in evaluating money managers and investment strategies in a variety of market environments. This historical perspective has resulted in a level of expertise only possible through hands-on experience over time.
Independence – As a “manager of managers,” we offer a variety of money managers and investment vehicles. This independence allows us to help you select suitable money managers for your personal situation, and make changes over time as your needs and goals unfold.
Integrity – We believe so strongly in the value of our absolute return investment philosophy that we “put our money where our mouth is.” Our owners and senior management have a significant portion of their net worth invested in the same programs we recommend to you.

"Absolute" Investment Returns
This insightful report describes how focusing on Absolute Returns can help you meet your financial goals, and how they differ from the “Relative Returns” offered by many other financial firms today.
"Frequently Asked Questions" About Actively Managed Investments
Many “absolute return” investment strategies use active management strategies rather than the passive strategies employed by index funds. This Report tells you how active strategies differ from passive investing, and how they are employed in our AdvisorLink® Program.