Institutional Services
Crimson Wealth brings sophisticated solutions to complex situations. In particular, our expertise is helping you launch 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, we can bring unique, smart ideas to you because of our tax and insurance expertise. For example, historically, tax-exempt investors used blocker corporations when investing in private equity to avoid the risk of Unrelated Business Income Tax (UBIT). However, you can use a group variable annuity (GVA) to accomplish 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 deep expertise in business development companies (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 institutions looking to take advantage of the benefits of having a 40 Act fund. 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 building everything internally. After the launch, we can continue to support the fund by serving roles such as CIO and/or CCO. For more information, please contact us.