client benefits

Adding Value For Our Clients. Praetorian Guard is an organization that exists solely to provide you with integrated solutions across all components of your complex financial situation.  We are more interested in exceeding your expectations with our service than in expanding for its own sake.

Coordination with your other advisors.  We strive to serve you and your family as a trusted “quarterback” for your wealth management team.  At all times we will ensure your other advisors are made aware of our thoughts and contemplated actions on your behalf so that we can synchronize our efforts. 

No conflicts of interest 
Praetorian Guard is independent and privately held and is therefore able to focus our efforts in serving our clients instead of selling the current hot fund or product as directed by some far away corporate decision maker who places the company's financial interests ahead of the client's.  We do not charge commissions nor receive other forms of brokerage compensation due to our client’s trading activity.

Charitable Gift Planning. Many of our clients have a deep rooted desire to use a portion of their wealth to further their values or provide assistance to an organization or community which aided them in the past.  Praetorian Guard has the expertise to employ multiple strategies that complement your financial situation while accomplishing larger objectives.

Separately managed accounts. We specialize in investing our clients’ assets through separately managed accounts rather than mutual funds or other co-mingled investments.  The advantages for our clients include:

Customized Investments.  Separate account portfolios allow us to tailor your holdings to your unique situation.  We can exclude or restrict securities if you have concentrated holdings in your company stock or for religious or social concerns.
           
Cost Effective. Praetorian Guard’s fees are transparent and extremely competitive.  We charge fees based upon assets under management with nothing hidden.  Oftentimes our clients find that they are actually paying less in costs and receiving more in value than in their previous situation.
           
Tax Planning.  In a separate account, our clients own the individual securities and have the ability to coordinate their tax situation including financial securities and other assets.  The net impact is greater control over your tax liability year to year.            
          
Tax Efficiency.  Unlike a mutual fund, you won’t receive a tax bill on gains you did not realize. 

Personal Disaster Recovery Planning
Our comprehensive efforts to serve your wealth management needs include the realization that a disaster, natural or otherwise, can adversely impact a lifetime of hard work in just a few minutes.