For high-net worth and entertainment clients with substantial investment strategies, Miller Kaplan Arase LLP’s business managers oversee and coordinate the alignment between our clients’ goals and the performance of their portfolios. We provide investment administration services for such clients as:
- Actors and Entertainers
- High Net Worth Individuals
- Producers and Directors
Every client’s tolerance for risk differs. Our clients are sophisticated investors who receive support from a range of advisors and professionals. This creates the need for consistent and regular oversight and review to ensure our clients’ investment goals are being upheld.
Managing Investment Risk
Acting in a coordinating capacity, Miller Kaplan works closely with clients’ investment professionals to provide a high-level perspective. Our services include reviewing monthly investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.