Private Portfolios

Private Portfolios are segregated investment portfolios that are professional managed according to guidelines established by the investor and their Farah registered investment advisor. Unlike mutual funds, assets invested in private portfolios are not commingled with those of other investors. Private portfolios are tailored to the unique circumstances and objectives of the individual investor, including tax considerations, risk return requirements and other financial goals.

Private portfolios combine the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual securities. These portfolios may be appropriate for investors with significant assets who have long-term financial goals and special tax considerations.

Private portfolios offer investors an opportunity to customize their investment strategies and portfolio holdings according to their particular needs and objectives. With private portfolios, you can:

• Allocate your investments among an array of investment styles and disciplines to provide exposure to various asset classes through changing market cycles and to help smooth fluctuations in returns
• Establish performance benchmarks to match your unique financial objectives
• Avoid investments in specific industries or companies

Your Farah registered investment advisor will help you define your investment guidelines for your private portfolio that consider other holdings in your portfolio. If your current portfolio is dominated by large positions in appreciated stock, your portfolio manager will execute specific strategies designed to help you transition to a more diversified portfolio.

An array of investment styles and disciplines to provide exposure to various classes through changing market cycles.

Superior Investment Solutions for Private Investors

Customized managed accounts are what we do. Most investment firms require a minimum $1 million of investible assets to access the “high-end” client services. At Farah Advisory Services, we believe every client is high-end regardless of worth. From the bottom to the top, investors look for the same things: results, long term goals, expert advice, flexibility, tax advantages, and contact with a personal Investment Advisor. Our record proves we provide these to all clients. Our core investment offerings have been designed to serve as the foundation for most investment plans. High and low net worth investors use Farah Advisory Services to manage individual portfolios, family trusts & foundations, retirement and rollover assets.

Specifically designed to meet the unique needs of high net worth investors and then passed on to lower net worth investors, managed accounts accommodate a variety of individual investment goals. Portfolios are managed according to a client’s needs, such as deferring taxable events or avoiding concentrated positions in a single security or sector. Farah Advisory Services first works with you to define your goals, risk tolerance, time horizon, and investment needs. Then Farah Advisory Services will customize your personal portfolio and strategies that are appropriate for your needs.