Investment Management services are available for institutions and individuals who require portfolio management services guided by a specific, highly customized, individual mandate while maintaining primary responsibility for their own financial planning needs.
In all cases, the client Investment Policy Statement governs the expectations, limitations, and constraints imposed on the management of their funds. Portfolios may be implemented using any financial instruments available to the investing public including, but not necessarily limited to:
- Individual stocks
- Mutual funds
- Exchange Traded Funds (ETFs)
- Individual Bonds
- Options contracts
- Hedge Funds
- Private Equity
- Leveraged Strategies
- Limited Partnerships
- Seperately Managed Accounts
All custom strategies are subject to agreement between Onyx Wealth Management LLC and the client. Some strategies may be limited to accredited investors or qualified purchasers. Contact us to discuss your specific needs and objectives.