The Bosch Wealth team measures our success by earning your trust.
Bosch Wealth exists to provide clients with investment management services and solutions. Investment performance and details are communicated to clients on a timely basis with regular meetings and contact. This is the most convenient and efficient method available to clients with significant assets as it removes the burden of daily attention to detail and recognizes the advantages and exclusivity of dealing with investment managers.
As Portfolio Managers, we conduct our due diligence and manage their portfolios with our unique investment ideas, wealth of knowledge, and both internal and third-party research. As a result, we are able to respond in a timely manner when market opportunities or risks arise.
We recognize that high net worth investors who qualify for investment management solutions often need additional financial advice and planning. These financial issues can be wider in scope and require a more detailed wealth management approach in order to develop solutions involving insurance, estate, and tax efficiency. Our highly qualified staff possess extensive experience in these areas and work with clients to make sure all their needs are satisfied. The value of peace of mind should never be understated.
We also believe in transparency and consistent communication to ensure that you are always informed. This includes providing customized performance reporting, online access to your accounts and an easy to understand fee schedule.
Please don’t hesitate to contact our team should you have any questions – we would love to hear from you!