Worth Venture Partners offers sophisticated investors both a proprietary diversified multi-manager investment fund as well as capabilities for clients to easily select their own managers and create custom portfolios, all while leveraging Worth’s institutional-grade infrastructure, secured capacity by manager, customized risk reporting, and efficient cost structure.
Worth’s Customized Portfolios allows clients to allocate capital into a customized basket that meets their unique needs including the opportunity to draw from Worth’s extensive emerging manager database and build tailored fund of funds portfolios constructed with our oversight and assistance in manager selection.
Insurance Dedicated Funds (“IDFs”) are an increasingly popular structure due to the recently reduced time and cost to execute. Worth has been utilizing IDFs, working alongside insurance providers, to attempt to optimize the greatest after-tax benefit from our client’s portfolio. Implementation is now generally possible in a number of weeks. Alternative planning structures include: PPVA (Private Placement Variable Annuity) and PPLI (Private Placement Life Insurance).