Comprehensive Wealth Advisory Services and Investment Solutions
Snowden customizes wealth advisory services and investment solutions to the objectives of each individual client.
Client Focused Advisory Solutions

Our wealth advisory services consist of:

  • Life Stage Planning — helps our clients best prepare for various life stages ranging from wealth accumulation as entrepreneurs and successful executives to retirement planning and takes into account the milestone events along the way
  • Investment Advisory — investment advice customized to the needs of each client
  • Transactional Advisory — access to multiple trading platforms for our clients’ specialized trading or active trading needs
  • Cash Management — access to banking services, including debit and credit cards and lending facilities
  • Trusts and Estates and Generational Planning — advice on financial sustainability for future generations and introductions to independent estate and legacy planning specialists
  • Impact Investing and Philanthropy — creation of customized portfolios that address clients’ needs beyond financial return through philanthropic consulting, impact investment strategies and/or impact asset allocation
  • Professional Services Network — referral network of accountants, lawyers, trust estate professionals, concierge providers, and other specialty service providers
  • Family Office Services — broader service offering to work with Family Offices and Ultra High Net Worth clients and their other advisors (e.g. accountants, attorneys, insurance brokers, etc.) to understand family issues, trust and estate plans, tax issues, insurance coverage, and philanthropic objectives
Investment Solutions

Snowden’s open-architecture platform is able to source a wide range of investment solutions, including:

  • Cash and short term instruments,
  • Global fixed income — tax exempt, corporate, government, non-U.S.
  • Global Equities
  • Managed accounts — SMAs, UMAs, alternative investments
  • Fund solutions — ETFs, mutual funds, off shore funds
  • Derivatives and structured product
  • Private equity, direct investments, and real estate
  • Lending solutions — multi currency margin lending, fully paid securities lending, lending facilities and mortgage solutions, liquidity solutions (variable pre-paid forward, zero premium collar, equity linked notes)
  • Annuities and insurance