Private Client Services

Independent Advice. Award Winning Managers. Best-in-class Fee Structure.

If you are in need of professional financial advice, Agilith’s Private Client Service delivers complete financial solutions, created by an award-winning portfolio team.

We design a customized portfolio based on your specific financial objectives overlaid with our market views to optimize portfolio performance.

Through consultation with you we create an optimal asset allocation structure, balanced across a range of asset classes to fit your unique risk tolerance and income needs. We deliver our customized portfolio service with a best in class fee structure. Total portfolio fees are typically less than half of what our competitors charge.

With direct ongoing contact with Agilith’s portfolio managers, our service is both personalized and independent.