INDIVIDUALS & FAMILY OFFICES
Blackwater Global Helps our customers reach their financial goals through personalized preparation, specialized investment plans, and continuing tailored support for every client. Regardless the stage of life, Blackwater Global has experience to help each client achieve success.
Blackwater Global brings organization to the complex details of managing wealth. We provide integrated wealth independence planning and develop customized investment portfolios that grow with our client’s ever changing lives. Our focus is on innovative strategy and seamless implementation of our client’s individualized plan. We will work closely with your tax and estate planning professionals to coordinate a plan that gives you peace of mind in your financial life.
FOUNDATIONS & ENDOWMENTS
Blackwater Global provides investment solutions tailored to meet the specific needs and objectives of foundations, endowments and retirement plans. We work together with our institutional clients to fulfill their fiduciary responsibilities through risk management, investment policy statement construction & maintenance, asset allocation strategy, board education and customized reporting and communication. We work closely with each client’s investment committee or board to determine objectives such as return requirements, liquidity needs and cash flow projections. We Build, Track, and Subtract investment portfolios According to those guidelines, using Blackwater Global’s capital markets expertise with the Specific objectives and limitations of every client's portfolio.
A retirement plan is successful when it meets the plan sponsor’s defined objectives and ultimately leads employees to a financially secure retirement. Blackwater Global provides a wide range of plan consulting and investment advisory services to help employers maximize the success and effectiveness of their retirement plans. Our clients include corporations, medical practices, professional firms, and non-profit organizations. We advise Defined Contribution plans, Defined Benefit plans, and Nonqualified Executive Benefit plans at the Regions of investment menu arrangement, fiduciary Risk-management, plan layout and governance, support supplier due diligence, Fee benchmarking, and plan achievement dimension. Additionally, we help employees leverage the value of the retirement plan by guiding them through a process for making prudent decisions about saving and investing.
We are a leading Institutional Equities and Investment Banking firm in. Our team is highly experienced and dedicated to developing innovative solutions for our institutional and corporate clients.
Individuals in our Investment Banking Team have advised on some of the largest and most complex transactions in.
Our Institutional Equities Team provides our international institutional clients an in-depth local perspective with global market insights to deliver effective trading and exceptional execution.