Ellevest Private Wealth Management

Invest in a better world for all women. Ellevest is redefining private wealth management for high net worth individuals, families, and institutions. MembershipPrivateWealthellevestatworkMembershipPrivatewealthellevestatworkMagazinepricinginvestsaveretirecoachingLogInGETSTARTEDMembershipPrivatewealthellevestatworkMagazineServicesYourTeamImpactInvestingconnectwithusMembershipPrivatewealthellevestatworkMagazineLogInGETSTARTEDMembershippricingInvestsaveretireCoachinginsurancePrivateWealthservicesYourTeamImpactInvestingEllevestatworkMagazineLoginJoinLoginconnectwithusReadourChiefInvestmentOfficer’soutlookforthefinancialmarketsin2022.InvestinabetterworldforallwomenPrivatewealthmanagementforhighandultrahighnetworthindividuals,families,andinstitutions.CONNECTWITHUSWhatdoesitmeantobefinanciallywell?Knowwhatyouhave,knowwhereyourmoneyisgoing,andfeelgoodaboutitwithprivatewealthmanagementforindividuals,families,andinstitutions.connectwithusHowwecansupportyourfinancialgoalsAlex,40$15millionnetworth,ex-techcompanyemployee,marriedwithyoungchildrenOurteamofdedicatedadvisorswillprovideholisticfinancialguidanceandvalues-basedinvestingforindividualswithcomplexinvestmentneeds.Getsupportonfinancialdecisionslike:DiversifyingwealthSellingahomePlanningforretirementoranIPOCreatinganincomeplanfrominvestmentsPatti,60$3millionnetworthRecentlydivorced,firsttimemanagingmoneyOurteamofadvisorshelpsguideindividualsthroughlargelifetransitionsbyhelpingthemunderstandtheirfinancialsituationandplanforthefuture.Theytaketheburdenoffourclientsduringstressfultimes.Getsupportonfinancialdecisionslike:TakingovermanagementofmoneyforthefirsttimeDivorceWidowhoodInheritanceTheGreenfamily,3generations$60millionfamilyfoundationForcomplexfamilyneeds,Ellevestadvisorscreatehighlypersonalizedinvestingstrategies,includinghowtomanageincomeandgenerationalgrowth.getguidanceon:PersonalizedfamilymissionstatementsAligningtheentireinvestmentportfoliotofamilyvaluesCoordinationwithotheradvisorsManaginginvestmentsinafamilyfoundationTheImpactCharitableOrganization $100millionfoundation‍Forcharitableorganizations,ourteamcanadviseoncreatinganinvestmentplantosustaintheorganization,aligntheportfoliotothemission,providereportingtotracksocialimpact,andperformtraditionalportfoliomanagement.Howwecanworktogether:Investingandmanagingendowments,foundationsanddonor-advisedfundsAligninginvestmentstothecompanymissionCustominvestmentimpactreportingBuildingandmanagingaportfolioForillustrativepurposesonly.Allsituationsdescribed[above]arehypotheticalanddonotrepresentanyactualclient.Anysimilaritytoactualpersonsispurelycoincidental.Whereyouputyourmoneymatters.Whatwillyoudowithyours?WhatyoucanexpectIt'spersonalWeactivelylistenandworkwithyoutounderstandyourfinancialgoalsandalignyourvalueswithyourmoney.AhigherstandardAsafiduciary,weputyourbestinterestsbeforeourown.We’restraightforwardaboutwhatwedoforyouandwhatitcosts.ADEDICATEDTEAMFrombuildingastrategytogethertohelpingyoumoveyourmoneytoongoingcheck-insandguidance—we’rehereforyou.CONNECTWITHUSReadtheEllevestWhitepapersstrategyBuildingaResilientPortfolioAtEllevest,webuildpersonalizedportfoliosdesignedtoberesilientunderdifferentmarketenvironments.Thisapproachcanhelpsetupourclientstoperforminstrongmarketsandendureduringchallengingeconomicconditions.strategyEllevestPrivateWealthManagementImpactalternativesSeekingDouble(orTriple)BottomLinesIfyou’relookingtopositivelyimpactyourportfolioandtheworld,alternativescanbeoneofthemostpowerfulwaystoinvest.Weactivelyseekinvestmentsolutionsthatwebelievecanperformthroughmarketvolatility.investing4ReasonstoOutsourceYourPortfolioManagementByAshleyBlecknerFinancialAdvisor,She/Herinvesting4ReasonstoOutsourceYourPortfolioManagementByAshleyBlecknerFinancialAdvisor,She/Herinvesting4ReasonstoOutsourceYourPortfolioManagementByAshleyBlecknerFinancialAdvisor,She/Herinvesting4ReasonstoOutsourceYourPortfolioManagementByAshleyBlecknerFinancialAdvisor,She/HerHowwe’reredefiningprivatewealthmanagementTheEllevestapproachAftertakingthetimetounderstandyourfinancialgoalsandtheimpactyouwantyourmoneytomake,assuitable,wetheninvestyourassetsusinggloballydiversified,cost-awarestrategiesdesignedtogetyouthere.ReadMOREInvestinyourvaluesEverydollaryouinvesthasanimpact.Wecanhelpyoubeintentionalandstillhavetheopportunitytoearncompetitivemarketreturns.LEARNMOREYourteammakesallthedifferenceLedbyCEOSallieKrawcheck,theEllevestteamactivelylistensandcreatesspaceforrealconversationstounderstandyourfinancialneedsandgoals.MeettheteamLet’sconnectLookingtoinvest$1millionormore?Ellevest’sPrivateWealthManagementteamisheretohelpyoureachyourfinancialgoals.FirstNameLastNameEmailphonewhatisyournetworthSelectMorethan$1million$50k–$1millionLessthan$50kNote(optional)Thankyou!Yoursubmissionhasbeenreceived!Oops!Somethingwentwrongwhilesubmittingtheform.FeaturedarticlesfromourteaminvestingHowtoMakeaStrategicGivingPlanByemilygreenDirectorofPrivateWealth,She/Herinvesting4ReasonstoOutsourceYourPortfolioManagementByAshleyBlecknerFinancialAdvisor,She/HerinvestingWhat’saDonor-AdvisedFundandWhyShouldYouUseOne?ByemilygreenDirectorofPrivateWealth,She/HerinvestingHowWealthisDifferentFromFinancialWellnessBySallieKrawcheckCEO,She/HerDisclaimerTheinformationprovidedshouldnotberelieduponasinvestmentadviceorrecommendations,doesnotconstituteasolicitationtobuyorsellsecuritiesandshouldnotbeconsideredspecificlegal,investmentortaxadvice. Investingentailsriskincludingthepossiblelossofprincipalandthereisnoassurancethattheinvestmentwillprovidepositiveperformanceoveranyperiodoftime. Theinformationprovideddoesnottakeintoaccountthespecificobjectives,financialsituationorparticularneedsofanyspecificperson.Diversificationdoesnotensureaprofitorprotectagainstalossinadecliningmarket.HowwecanworktogetherYourfinancialsituationisunique.That’swhyourteammeetsyouwhereyouarewithapersonalizedfinancialstrategy.learnmoreIndividualsandfamiliesEntrepreneurs,businessowners,andcorporateexecutivesEndowments,foundations,andfamilyoffices