Emissary Wealth

Emissary Wealth serves a mix of individual clients (including high-net-worth individuals), trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides comprehensive financial planning and consulting — covering retirement, estate, tax, insurance, charitable giving and business transition planning — as well as ongoing investment management and employee benefit/retirement plan consulting.

For separately managed retail and institutional accounts the firm primarily uses fundamental analysis to evaluate securities and constructs portfolios aligned with each client’s goals, risk tolerance, liquidity needs and time horizon, providing quarterly reviews and discretionary trading where authorized. Separately, Emissary Wealth acts as the investment adviser to a private investment partnership, managing the fund’s day-to-day capital with a focus on real estate-related investments and a goal of delivering favorable absolute returns over a business cycle.

What is distinctive about the firm is its role as adviser, sponsor and portfolio manager for private pooled vehicles — a capability that is uncommon among similar team advisors — and the operational implications that accompanies that role (e.g., potential custody considerations and audited financial statements for fund investors). The firm is also affiliated with an accounting/tax services entity and discloses that principals have outside fund-related roles; these relationships and potential conflicts are described in the brochure and addressed through disclosure and internal policies.