Alon Haim, PIM Portfolio Manager®

I aspire to be all things financial for my clients, helping to support all of their financial needs. Managing wealth involves a deep understanding of our clients' needs, risk tolerance, and financial/aspiration goals.  I strive to help my clients navigate through the murky waters of investing, planning to sell a closely held business, transitioning assets downstream to heirs and creating a family legacy or continuing the mission/legacy of their organization.

Providing wealth management services requires a holistic approach to creating and preserving wealth. As such, I'm interested in creating lasting relationships with my clients. I work in conjunction with my client's trusted advisors to help them achieve their financial and aspirational goals. A majority of my business is referred from existing clients or professionals in the accounting industry, investment banks and estate planning professionals. My clients typically have a minimum of $5,000,000 in investable assets and are looking for help with their investment portfolios, asset/liability management and legacy planning. In addition to helping my clients manage risk in their investment portfolio, I work closely with my clients to manage the liability side of their personal or corporate balance sheet