Your Financial Web-being is Our Business
At Anlyan&Hively, we help clients negotiate life from a financial point of view. We assess individual goals and risk profiles, and provide customized investment solutions to ensure a successful investment portfolio for every client.
Our team approach brings together a wealth of perspectives and expertise, and enables Anlyan&Hively to provide solutions to complex financial challenges. We offer an extensive list of wealth management options and personalize every investment plan.
Financial Planning
Setting goals and objectives is the first step of any financial plan. Our services help you identify where you want to be and how you're going to get there.
Enhanced Asset Allocation
The decision about asset allocation has a major impact on each client’s long-term investment results. We look beyond traditional asset classes like stocks, bonds and cash. When appropriate, we incorporate tactical alternatives and satellite investments to capture short-term opportunities or reduce risk.
Portfolio Construction
Our goal is to provide top quartile, best-in-class managers to our clients in every asset class. Prospective investment managers must meet our quantitative criteria appropriate for their asset class. We use proprietary analytical tools to create the best blend of investment managers for each client.
Risk Management
We manage risk by monitoring the complexity of multiple asset class and multiple manager investment portfolios. We determine whether tactical positions are consistent with the agreed upon investment policy, we rebalance portfolios frequently and constantly review investment performance relative to client expectations.