Rainmaker Investment Advisory does not transact public market securities, however, we recognize there can be reasons for clients to allocate a portion of their portfolios within the public markets. For this reason we are aligned with select private asset portfolio management firms and we work as a team to provide clients with the best professional collaborative management of all their financial needs. Services include financial planning, estates, trusts, asset protection and tax management.
These private asset portfolio management firms require investible assets of at least $1,000,000. Depending on circumstances, there can be some flexibility. For each individual client, the portfolio allocation within the public market is based on the parameters of the Investment Policy Statement agreed upon with the client. The public market assets are comprised of a well-diversified, income-producing portfolio of blue chip, dividend-paying equities and investment grade government and corporate bonds.