At Interlake Capital Management, we want our private clients to own portfolios as unique as they are.
To deliver meaningful personalization for every client household, Interlake partners with Nebo Wealth, a portfolio design platform that represents a great leap forward in asset management for individual investors.
In building and maintaining your perfect-fit portfolio, we won’t rebalance to a static, one-size-fits-many asset allocation; instead, we'll re-optimize to match your actual return needs, always reflecting developments in your financial plan, your portfolio, and the capital markets.
If illiquid assets such as a closely-held business or real estate constitute significant parts of your net worth, Interlake and Nebo will take those positions into account when assembling your one-of-a-kind investment program.
Where does the concept of risk fit in the Nebo framework? In most academic and popular discussions, investment risk is defined as volatility: The more wiggly an asset’s short-term chart appears, the "riskier" it’s assumed to be.
Interlake and Nebo Wealth take a different, more intuitive approach. In our Investment Policy Process, short-term volatility doesn’t equal risk; instead, true financial risk is not having what you need when you need it (or, for wealthier investors, not having what you want when you want it). This goal-based approach puts your financial plan front and center, providing an essential link between that plan and your portfolio.
Your aspirations. Your time horizons. Your cash flows. Your appetite, capacity, and need for short-term volatility. These are the ingredients Interlake and Nebo use to build perfect-fit portfolios for our clients.
To learn more about the powerful partnership between Interlake and Nebo Wealth, click here. Then get in touch with us to discuss how we can help you have what you need when you need it and what you want when you want it.
hello@InterlakeCapital.com • 831-574-3248