Services

Investment Management

Investment Management​

Investments play a crucial role in helping you achieve your goals by offering a variety of avenues to grow your wealth. A well-constructed portfolio takes into consideration your personal mission, vision, values and goals. It also reflects your appetite for risk, time horizon, need for income, and desire for long-term growth. An expertly crafted investment portfolio reflects and complements your long-term financial plan. There are various types of investments, which can be aggregated to construct a portfolio, which include: public markets, private equity, private real estate, venture capital, and alternative investments.


Public markets provide access to a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). These assets offer liquidity and transparency, allowing investors to easily buy and sell securities in established markets. Stocks represent ownership stakes in publicly traded companies, while bonds are loans to corporations or the government to provide income streams through interest payments.

Benefits

Mutual funds and ETFs offer diversified portfolios of stocks and bonds, and provide easy access to sectors, industries, specific countries, regions and commodities making them accessible to investors with varying risk tolerances and investment preferences.

In addition to public markets, investors can also explore opportunities in private markets, such as private equity, private real estate, and venture capital. Although investments can be made directly into privately held businesses, Investment in private equity is most often done through established funds. These funds pool client assets and invest in multiple privately held companies, often with the goal of improving operations and ultimately selling the companies for a profit.

Private equity investments offer the potential for high returns but can also carry higher risks and longer investment horizons.

Private real estate investments involve purchasing properties directly or through a fund. Funds pool client assets, and invest in real estate, often purchasing a specific type of real estate or real estate in a specific region. These funds can focus on a variety of types of real estate, such as commercial office buildings, hotels, qualified opportunity zones (QOZ), self-storage, industrial buildings, or distressed real estate to name a few.

Private real estate offers the potential for income and capital appreciation over time, and carries unique risks associated with real estate.

Venture capital investments focus on funding early-stage companies with high growth potential, typically in technology or innovation sectors. Venture capital investments can be made direct or through a fund which pools money from investors and then invests in multiple businesses, often providing funding and expertise in exchange for equity. Investing in venture capital funds enables individuals to invest in a more diversified portfolio of businesses. These may all be in the same industry, sector, region, or specific to a certain theme.

Venture capital investments offer the potential for substantial returns and come with significant risks due to the high failure rate of early-stage companies.

Alternative investments, including hedge funds, offer diversification beyond public markets and may include strategies such as long/short equity, event-driven investing, macroeconomic trends, and options strategies. Hedge funds pool capital from investors and employ sophisticated strategies to generate returns, often with low correlation to public markets. Hedge funds carry specific types of risk, which need to be taken into consideration, such as lack of liquidity, lack of transparency, and interest rate risk.

Many hedge funds utilize leverage which can increase returns on the upside (but may exacerbate losses on the downside).

The StoryOne approach to building investment portfolios

When constructing portfolios, we attempt to align a portfolio with your unique mission, vision, values and goals, while taking into consideration your timeline and risk/return profile. Each type of investment carries its own set of risks and rewards, and not all types of investments are appropriate for every investor.

Start your StoryOne Chapter Today​

Contact us to see how our personalized, story-driven approach to wealth management can guide you toward achieving your financial goals.

StoryOne

CRD # 331394  |  Privacy Policy  |  Form CRS  |  Form ADV part 2A

All written content on this site is for information purposes only. Opinions expressed herein are solely those of StoryOne, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by StoryOne, LLC, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.​ The inclusion of any link is not an endorsement of any products or services by StoryOne, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither StoryOne, LLC, nor any agency, officer, or employee of StoryOne, LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Copyright © 2024. StoryOne. All Rights Reserved.