Fidelis Capital CIO Reveals HNW Portfolio Strategy
Fidelis Capital, a Tampa, Fla.-based RIA with $2.3 billion in total AUM, was founded three years ago by veterans from the world of private banking. The partners’ collective experience is part of what has enabled the firm to manage most of its equity and fixed-income allocations in-house, cutting out the extra costs to the clients, according to Matt Michaels, founding partner and CIO.
While Fidelis serves institutions, non-profit investors and family offices, its individual clients tend to be multigenerational families with a net worth ranging from $15 million to $30 million with complex asset holdings and tax situations.
WealthManagement.com recently spoke with Michaels to discuss how Fidelis approaches these clients’ portfolios.
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