Institutional Wealth Management


Toh Michaels Private Wealth Management provides a full range of financial and investment services to institutional investors, including corporations, endowments, profit-sharing plans and foundations.  Our services include consultations with both boards of directors and company management teams in order to develop, design and implement the following:

     Investment policies
     Portfolio design across all asset classes
        Equities
        Fixed income
        Real estate
        Private equity
        Commodities
        Hedge funds
        Currencies
     Cash flow planning
     Portfolio monitoring
     Comprehensive portfolio reporting
     401K management