Precipio Wealth Management LLC
What We Do - Our Services
Account Access Account Performance
Breadth Of Services

Precipio Wealth Management divides its client services into three distinct categories that blend as elements of a holistic process:

Investment Advisory

  • Investment Advisory
  • Asset allocation
  • Manager searches, backtests and technical analyses
  • Sub-manager engagements
  • Rebalancing
  • Data aggregation
  • Independent performance measurement
  • Composite performance reporting
  • Analyses of fees and costs of externally managed assets
  • Trust and estate securities valuations and transfers
  • Online viewing.

Financial Planning

  • Testing strengths and weaknesses
  • Probabilistic forecasting
  • Estate analysis
  • Planned gifting
  • Beneficiary designations review
  • Life insurance reviews and analysis
  • Tax reporting
  • Coordination with CPAs, attorneys and insurance advisors

Outside Assets Advice and Guidance (OAAG)

  • Oversight of non-custody assets (non-transactional)
  • Performance capture, measurement and reporting.


 

Precipio [prĕ-cĭpˊ-ĭ-ō]
Latin for:
To anticipate, instruct, advise, warn

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