Home | Amadeus Wealth Advisors, LLC

Who We Are

Amadeus Wealth Advisors is an independent wealth management firm that manages investment portfolios for high net worth individuals. Our mission is to provide proactive and prudent advice to help our clients articulate their values and goals for their wealth. We strive to accomplish this objective by achieving investment returns consistent with their income needs and risk tolerance by structuring well diversified portfolios inclusive of a prudent use of alternative investments, where appropriate.

Our Approach

Investment Philosophy

We offer our clients a unique mix of complementary investment strategies across equity, fixed income and alternative asset classes. At Amadeus Wealth Advisors, we believe that rapid technological, economic and social changes are hastening a reassessment of how people invest. The new times in which we live call for a wider, broader and deeper investment toolkit. In addition to traditional investments, Amadeus has considerable expertise with alternative investments. Owing to a volatile stock market and the potential for both a stock and bond market corrections as interest rates rise, alternative investments have become increasingly attractive to many investors. We focus on identifying investment themes – ideas that are asymmetric in their risk/reward and potentially misunderstood or underappreciated by the market. We express these themes through tactical and strategic allocations to alternative investment solutions, targeting better risk-adjusted outcomes with higher returns and lower volatility.

Investment Strategies

Alternative investments generally fit into two categories; return enhancers and risk mitigators. Certain solutions require higher minimums and all require specialized due diligence. Generally we favor private debt, private equity and real estate on a primary and secondary basis, equipment leasing, direct and co-investments, early and late stage venture investing, distressed, energy, options and other special situations. A main objective of including these non-correlated alternatives in your portfolio would be to have returns remain positive during market downturns.

A brief summary of some of the alternative asset classes we allocate to can be found on our web site under the Resources Tab.

Amadeus’ work isn’t relegated exclusively to alternative investments. Click HERE for a sample of a Unified Managed Account (UMA) and view slide # 21 in the Investment Webinar elsewhere on this site for a more thorough discussion of UMAs.