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Investment Services

Our focus is to help our clients grow and manage their wealth in a manner that aligns with their values. Through our strategic relationships, we provide access to a diverse range of investment services tailored to meet the unique needs of our clients:

  • Working with expert portfolio managers, we offer custom individual portfolio management services tailored to your specific financial goals, risk tolerance, and values. Asset managers work closely with you to create a personalized investment strategy, incorporating your preferences and delivering a truly unique portfolio that reflects your beliefs and objectives.

  • We work closely with asset managers who prioritize biblically responsible investing, ensuring that your investments align with biblical principles. Asset managers screen potential investments based on various criteria such as corporate governance, alcohol, and ethical business practices, allowing you to invest with a clear conscience.

  • We offer interval fund investing, providing you with access to alternative investment strategies typically reserved for institutional investors. These funds allow for a more diversified portfolio and the potential for enhanced risk-adjusted returns.

  • Recognizing the importance of tax efficiency, we also provide tax overlay services to optimize your investment returns. Asset managers analyze your portfolio and implement strategies to help minimize your tax liability.

Security-Based Lending

Securities-based line of credit can be a flexible and convenient financing solution, backed by eligible assets, that allows you to unlock the value of your investment portfolio without having to sell your securities. This can provide you with the liquidity you need for a variety of purposes, such as purchasing a new property, funding a business venture, or managing unexpected expenses.

Advantages of Securities-based line of credit:

Access to liquidity

Unlock the value of your investment portfolio while maintaining your current investment strategy and market exposure.

Competitive interest rates

Benefit from competitive interest rates, which may be lower than traditional loans or lines of credit.

Flexible repayment 

Choose from interest-only or principal and interest payment structures, allowing you to manage your finances according to your needs.

Fast approval process

Streamlined application process and dedicated team of specialists ensure you receive the funds you need in a timely manner.

At Michini Wealth Management, we understand that each client has unique financial objectives. Our team of experienced wealth managers will work closely with you to create a customized securities-based line of credit solution that aligns with your financial goals and risk tolerance. As always, we are committed to providing the highest level of service and expertise to help you achieve your financial objectives.

Investment and Insurance products are:

Investment and Insurance products are:

• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by any Credit Union or Bank
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rate and program terms are subject to change without notice.

There are certain risks associated with securities backed lines of credit that would apply and there are certain limitations that would apply to the use and availability of the assets held in the account serving as collateral. As such, a securities backed line of credit may not be suitable for all applicants.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

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