Institutional Services
Crimson Wealth brings sophisticated solutions to complex situations. In particular, our expertise is starting investment funds. We work with both investors and investment firms. The services we provide include:
Outsourced CIO
Our clients – including pensions, endowments, companies, and family offices – face many challenges amid an increasingly complex investment environment. With limited resources, many organizations look to Crimson Wealth to oversee investments and portfolio management.
Our high-touch investment approach starts with learning what your specific goals and constraints are to make sure that your portfolio’s risk level aligns with your long-term objectives. We are focused on your portfolio, transparent about decisions, and accountable for performance. You will know what is in your portfolio and why it is there. We are very comfortable including illiquid alternatives in your portfolio, if you want to expand your investment universe.
Beyond investment selection, Crimson we can bring unique, smart ideas to you because of our tax and insurance expertise– so you “Make More, Keep More.” For example, historically tax exempt investors used blocker corporations when investing private equity to avoid the risk of Unrelated Business Income Tax (UBIT). We use a Group Variable Annuity (GVA), which accomplishes the same thing – but there is no income tax assessed. This means you may keep up to 50% more of your investment after-tax.
One unique capability we bring to our clients is designing and developing proprietary publicly-traded funds. In particular, we have a deep expertise in business development funds (BDCs) and exchange-traded funds (ETFs). Historically, our audience for this offering is investment firms looking to develop internal funds as part of their expansion of offerings, and are tired of paying outrageous fees to third-party managers. By partnering with us, we dramatically expedite the time to launch to 3-6 months. Additionally, we can save you over 50% on the costs to launch the fund compared to a traditional approach. After the launch, we often continue to support the fund by serving roles such as CIO and/or CCO. For more information, please contact us.