Wealth Management
Bespoke Financial Stewardship
A client-centric approach to building, preserving, and transferring wealth
At Assets Glocalization Unicorn, we put your interests first—combining independent thinking with data-driven research,
disciplined portfolio construction, and proactive service. We tailor strategies to your goals, risk
tolerance, time horizon, cash-flow needs, and tax considerations, then continually monitor and adjust
as your life evolves.
Fiduciary mindset
Data-driven insights
Dedicated service team
Who we serve
Personalized solutions for each stage—and style—of wealth
We deliver distinct service models for private investors, institutions, and business plan sponsors—while
preserving a consistent investment discipline across portfolios.
- Private Investors — families, professionals, business owners
- Institutional Investors — endowments, pensions, foundations
- Small- to Mid-Sized Business Retirement Plans — 401(k) sponsors
Retirement Planning
Tax-aware withdrawal strategies, Social Security timing, income planning.
Portfolio Management
Global diversification, risk controls, tactical tilts, rebalancing.
Business 401(k) Services
Plan design support, vendor coordination, investment menu oversight.
Institutional Investing
Policy guidance, asset allocation, manager research and monitoring.
Our Method
A disciplined, repeatable process
From discovery to ongoing stewardship, we translate your goals into an actionable plan and a resilient portfolio.
1) Discover
Clarify goals, constraints, liquidity needs, tax profile, and risk capacity/tolerance.
2) Design
Craft an IPS, strategic asset allocation, and cash-flow plan aligned to your timeline.
3) Implement
Build globally diversified portfolios, optimize costs and taxes, set rebalancing rules.
4) Evolve
Monitor markets and life changes; rebalance, harvest losses, and update your plan proactively.
Aligned with You
Transparent, straightforward fees
Our fee structure is designed to promote your success, with no hidden costs.
| Service Area | What’s Included |
|---|---|
| Portfolio Management | Asset allocation, security selection, rebalancing discipline, tax-aware implementation, performance reporting. |
| Financial Planning | Retirement planning, cash-flow mapping, risk management review, education planning, estate coordination. |
| Ongoing Advice | Regular review meetings, life-event support, coordinator for CPAs/attorneys, dedicated service team. |
How We Invest
Macro-informed, research-driven, client-focused
- A core group of seasoned professionals drives key decisions with support from dedicated researchers.
- Top-down macro analysis informs opportunity sets; bottom-up work refines security selection.
- Independence enables long-term thinking and alignment with client interests.
Questions
We’re here to help
We start with a detailed discovery of goals, horizon, risk, cash-flow, and tax situation, then design a policy-driven allocation and implement with cost and tax awareness.
Scheduled reviews, proactive outreach during market events, and on-demand access to a dedicated service team. We coordinate with your CPA/attorney as needed.
Yes — we map withdrawal sequencing, Social Security timing, and tax-aware cash-flow strategies tailored to your lifestyle needs. See Retirement Planning.
Absolutely. Our Business 401(k) Services team simplifies plan oversight, vendor coordination, and investment menu design for small to mid-sized sponsors.
Ready to align your wealth with your goals?
Discover why clients choose Assets Glocalization Unicorn for transparent advice, disciplined investment management, and attentive service.