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Siharum Advisors - Serving High Net Worth Individuals

Siharum Advisors is an independent investment advisory firm serving high net worth individuals and foundations.

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Cumaresan, Bala

34 M●●●●n Rd

Su●●ry , MA, 01776

UNITED STATES

978●●●287
bc●●●●●●●●@comcast.net

View this contact

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Cumaresan, Bala

34 M●●●●n Rd

Su●●ry , MA, 01776

UNITED STATES

978●●●287
bc●●●●●●●●@comcast.net

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Siharum Advisors - Serving High Net Worth Individuals | managerfirst.com Reviews

https://managerfirst.com

Siharum Advisors is an independent investment advisory firm serving high net worth individuals and foundations.

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Siharum Advisors - Investment Services

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20 Park Plaza, Suite 510. Boston, MA 02116. Siharum Advisors provides affluent individuals, families, trusts, and foundations with customized investment management solutions. Learn more about our services:. Outsourced CIO Services/Discretionary Management Process.

2

Siharum Advisors - Our Team

http://www.managerfirst.com/ourteam

20 Park Plaza, Suite 510. Boston, MA 02116. You work directly with our senior investment professionals - allowing us to deliver the highest quality service, consistent advice and investment portfolios targeted to your unique needs. Bala Cumaresan, CFA. Paul Matherwiez, CFA. Todd Silverman, Director, Wealth Management. Sowdatu Deen, CPA. Manager of Compliance and Finance. Sowdatu holds a BS in Public Administration and Economics from Bowie State University and she is currently pursuing her MBA from Bentle...

3

Siharum Advisors - Philosophy

http://www.managerfirst.com/philosophy

20 Park Plaza, Suite 510. Boston, MA 02116. Siharum Advisors offers wealth management solutions and investment consulting services that are guided by our independence and objectivity, structured using our differentiated investment process and personally delivered based on your unique needs and investment objectives. Download our single-page Overview (PDF). Proactive anticipation of your needs. Clear, consistent communication - on your schedule. In-person meetings to review and confirm your financial goals.

4

Siharum Advisors - Commentary

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20 Park Plaza, Suite 510. Boston, MA 02116. March 2014: Mutual Fund Tax Myths. April 2012: The Perils of Predictions. August 2011: A Bull Market for Fear. Typically we do not provide 'commentary' on recent market activity but rather focus on what lies ahead. However, given the recent material declines in most risk assets and the peculiar behavior in some areas of the capital markets, we thought it worthy to give our brief insight. request the full whitepaper. June 2011: Client Service Commentary. Hedge F...

5

Siharum Advisors - Manager First Approach

http://www.managerfirst.com/managerfirst

20 Park Plaza, Suite 510. Boston, MA 02116. Our differentiated investment approach revolves around you. Investment process is built upon our expertise in manager selection and asset allocation and focuses on the quality of the investment manager before sub asset class categories. Our process is unique in that it first focuses on finding high-quality managers and then combines this select group of managers into a portfolio that takes into consideration your objectives and risk tolerance. Assets are alloca...

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Clients | Assette

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In the past, it had taken us more than an hour to create a client meeting presentation. With Assette, customized client reporting books can be prepared in just minutes an incredibly valuable tool especially for those last minute, unscheduled meetings that previously had us scrambling.". James Investment Research Inc. Warner A. Henderson. Boston Private Bank Trust Company. Assette’s software makes it easy for me to communicate complex and customized portfolio information to clients.". Mary E. Michel.

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Assette | Sales and Client Communications Software for Investment Management Firms

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With Assette, institutional investment managers easily communicate investment results to clients and consultants. Win assets and retain clients by sharing insights and stories behind your results. Demonstrate the value you add through active management. Eliminate errors resulting from manual data rekeying and manipulation. Jason Allen, CFA. Boys Arnold and Company. Software to easily produce sales and client materials. Consulting to tell a better story and appear professional. 4 Faneuil Hall, 4th Floor.

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Marketing Matters - Portfolio

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Modern, sophisticated websites to promote your brand and communicate your message. Print communications to engage your clients and prospects. Timber Creek CApital Management. Marketing Matters, Inc. Boxford, MA 01921.

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Marketing Matters - Advisor Marketing

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Our investment advisory experience, together with graphic design, copywriting and digital media services, helps small and growing advisory firms develop strong marketing strategies and communications. Strategies and Action Plans. We begin each engagement with our Branding Workshop. Session to help clients develop a clear vision of who they are and what they want to become. Our Marketing Communication Roadmap process helps us develop an action plan to accelerate the growth of your firm. Boxford, MA 01921.

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Five Ways You Can Help Your Financial Advisor Succeed

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Minding Your Financial Advisor. How to get the best results from your financial advisor. Five Ways You Can Help Your Financial Advisor Succeed. May 16, 2012. Here’s an important question most investors ignore:. How good a client are you? To help your financial advisor succeed, you need to do your part and be a good client. Sounds easy, right? I think it is. Unfortunately, some financial advisors I have spoken to say there are specific ways some clients fall short in fostering a successful partnership.

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Please Visit My Companys Website: www.managerfirst.com

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Bala Cumaresan, CFA. Siharum Advisors, LLC. 20 Park Plaza, Suite 1005. Boston, MA 02116. 617) 428 - 7500. 617) 977 - 8900. Founded an independent investment advisory firm, Siharum Advisors, LLC in August 2008. Please use the above phone number or email address to contact me at this time.

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Siharum Advisors - Serving High Net Worth Individuals

20 Park Plaza, Suite 510. Boston, MA 02116. A unique investment strategy. Our unique investment process focuses on finding what we believe are the best managers, using these high conviction managers to construct well-diversified portfolios, and then allocating your assets into time-horizon based portfolios. See how our approach revolves around you. Our investment consulting and discretionary asset management services are tailored to meet the needs of high net worth and institutional clients.

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