Investment
Advisor
We Are Fiduciaries to Our Advisory Clients
Azimut Investment Advisors LLC is an SEC-registered investment advisory firm. For more information related to the ownership or management structure of the Adviser, please contact Azimut Investment Advisors or visit www.adviserinfo.sec.gov.
For a copy of our Client Relationship Summary (CRS), please click here.
Our Approach
A "Client First" philosophy, prudent risk management, and institutional access to global ideas are the bedrock of our approach.
As fiduciaries to our advisory clients, we focus on understanding client needs and financial goals. We work alongside our clients, often listening and often times steering the conversation to ensure client interests are always best served. We employ an ongoing consultative process to keep our clients well informed of opportunities that might be within their reach, given each individual situation. We always strive to find the best and most efficient solutions for our client's financial needs.
Portfolio Management
We approach wealth and portfolio management with the collective intellectual capital of the financial industry, filtering and taking care to note that no one person or institution has a monopoly on good ideas. We employ an academic and proactive approach within our portfolio management responsibilities in asset diversification with active rebalancing and efficient pricing to investment vehicles.
Asset Management Philosophy
Basic Principles
Diversification
Diversification requires accuracy, understanding, discipline, and the technical ability to balance differences among asset classes.
Strategic Allocation
A strategic allocation of assets is the great ally of long-term performance.
Tactical Allocation
Tactical allocations give the portfolio the agility to contribute risk-adjusted returns, taking advantage of market opportunities.
Asset Selection
Carefully selected managers and product providers with disciplined, repeatable investment processes are essential to effective strategic and tactical allocation.
Integrated Investment
Management Process
Investment Committeee
The team meets on an ongoing basis to evaluate the markets and its trends.
Portfolio Construction
Product analysis and selection to build the desired portfolio that reflects the agreed allocation.
Execution
Continuous monitoring of the markets, looking for investment opportunities and execution.
Investor Contact
Constant client contact to review the portfolio performance and strategy.
1. Establishing Goals and Objectives
At this stage, we work closely with our customers to assess their current financial situation (current cash flow), helping to identify and prioritize both the short- and long-term goals within each individual's risk tolerance.
Long-Term Scenarios
Identification of global and local trends based on industry macroeconomic and political foundations; scenarios produced by the industry's leading economists in our open-architecture platform.
Strategic Allocation (Long-Term)
Based on diversification of asset classes; quantitative analysis; projected / expected returns; long-term approach (ten years).
Investment Committee
Using a cross-section of industry-leading market economic forecasting, evaluation of short-term investment opportunities; and final alignment with all decisions compiled in the unique vision of the portfolio.
1. Establishing Goals and Objectives
At this stage, we work closely with our customers to assess their current financial situation (current cash flow), helping to identify and prioritize both the short- and long-term goals within each individual's risk tolerance.
Long-Term Scenarios
Identification of global and local trends based on industry macroeconomic and political foundations; scenarios produced by the industry's leading economists in our open-architecture platform.
Strategic Allocation (Long-Term)
Based on diversification of asset classes; quantitative analysis; projected / expected returns; long-term approach (ten years).
Investment Committee
Using a cross-section of industry-leading market economic forecasting, evaluation of short-term investment opportunities; and final alignment with all decisions compiled in the unique vision of the portfolio.
1. Establishing Goals and Objectives
At this stage, we work closely with our customers to assess their current financial situation (current cash flow), helping to identify and prioritize both the short- and long-term goals within each individual's risk tolerance.
Long-Term Scenarios
Identification of global and local trends based on industry macroeconomic and political foundations; scenarios produced by the industry's leading economists in our open-architecture platform.
Strategic Allocation (Long-Term)
Based on diversification of asset classes; quantitative analysis; projected / expected returns; long-term approach (ten years).
Investment Committee
Using a cross-section of industry-leading market economic forecasting, evaluation of short-term investment opportunities; and final alignment with all decisions compiled in the unique vision of the portfolio.
1. Establishing Goals and Objectives
At this stage, we work closely with our customers to assess their current financial situation (current cash flow), helping to identify and prioritize both the short- and long-term goals within each individual's risk tolerance.
Long-Term Scenarios
Identification of global and local trends based on industry macroeconomic and political foundations; scenarios produced by the industry's leading economists in our open-architecture platform.
Strategic Allocation (Long-Term)
Based on diversification of asset classes; quantitative analysis; projected / expected returns; long-term approach (ten years).
Investment Committee
Using a cross-section of industry-leading market economic forecasting, evaluation of short-term investment opportunities; and final alignment with all decisions compiled in the unique vision of the portfolio.
Offering & Solutions
AIA Managed Portfolios
- Pre-determined asset allocation strategies that meet different investors objectives and risk profiles.
- Total transparency of positions held in the portfolio.
- Management and execution: Azimut Investment Advisors.
AIA Customized Portfolios
- Strategy and Asset Allocation defined together with the investor and continuously supervised.
- Total transparency of positions held in the portfolio and of fees charged for portfolio management.
- Management and execution: Azimut Investment Advisors
Client Directed
- Azimut Investment Advisors will provide advice based on client risk tolerance and investment objectives
- Investor is responsible for all investment decisions
- Continuous monitoring and discussion of the markets and of new investment opportunities
- Execution: Azimut Investment Advisors
Reporting and
Account Consolidation
- Consolidation of several accounts at multiple custodians and beneficiaries for reporting purposes.
- May include accounts that are outside Azimut Investment Advisors advisory services.
- Totally customizable reporting.
