Atherton Trust: Your Tangible Asset Manager
Welcome To The Online Press Kit for Atherton Trust!
Planning - Analysis - Investments - Lending - PortfolioManagement - Trustee – Family Advisory
Atherton Trust is the first company to connect the real estate and wealth management dots. Atherton Trust provides two primary services: Wealth Management and Trustee services. Our portfolio management objective is to generate cash flow within our client’s risk tolerance. Atherton Trust is the only companyproviding a comprehensive one-stop wealth management service for tangible investors.
What is a tangible investor?
Studies show there are two types of investors: one is more comfortable with intangibles like stocks and bonds; the other prefers tangibles like real estate. Atherton Trust created real estate wealth management to serve investors who prefer real estate and other tangible investments. We believe responsible portfolio management dictates diversification of real estate weighted portfolios with securities to provide liquidity and securities weighted portfolios with the stability of directly owned real estate. This client-focused objectivity has made Atherton Trust the standard against which all others are measured. Atherton Trust’s 300+ advisors provide clients with comprehensive Planning, Analysis, Investments, Lending, Portfolio Management, Trustee and Family Advisory Services in the 25 largest metropolitan areas of the country. By integrating the services of our experts, proven original methodologies and a commitment to confidentiality, integrity and exceptional service, Atherton Trust acts to maximize our client’s investment portfolio return on investment and net worth.
A simple answer to a complex question…
The Atherton Trust concept is simple: A one - stop, comprehensive service company where real estate investors can get all of the institutional level services they need at a cost they can afford.
For over 100 years wealth managers, securities brokers and banks have ignored those who prefer to invest in tangibles like real estate and collectibles. They consider real estate assets a nuisance and given a choice they prefer their clients to sell their real estate, eat the tax loss and invest in intangibles like securities that they understand. Enter Atherton Trust. Atherton Trust is the first company to provide comprehensive planning, legal, accounting, analytical, investment, lending, portfolio management, research and education services to those who’s wealth is derived from real estate.
Atherton Trust focuses on delivering comprehensive wealth management services to meet the needs of high net worth individuals and families who have built their fortunes through real estate. Hundreds of billions of dollars of private wealth are derived from real estate. The needs of real estate investors are different than securities investors. Real estate investors like the leverage and tax benefits that come from owning real estate. They like the idea of owning land and structures, instead of pieces of paper that promise a company’s management team will perform well enough and ethically enough to raise the value of their stock or bonds.
Prudent portfolio management dictates diversification. Atherton Trust believes those who own investment real estate should have a portion of their wealth in securities for liquidity and those who have most of their wealth in securities should have some portion in investment grade real estate for stability. This philosophy is unique in wealth management where most companies steer clients into investments that produce revenue for them irrespective of the benefit to the client. Atherton Trust believes in integrity and acts accordingly.
Talk with Kraig Kast, Atherton Trust’s CEO, and learn more about this extraordinary new concept in wealth management. Visit the online press kit for Kraig’s Bio.
ONLINE PRESS KIT: www.athertontrust.com/media/mediakit/
Website: www.athertontrust.com