Individual Investors


Babylon Wealth Management is a boutique investment firm catering to sophisticated individual investors and their busy lifestyle. We provide customized investment solutions tailored to our clients’ specific needs and objectives.

We partner with our customers and help them achieve their financial goals by building robust investment strategies with an emphasis on portfolio diversification, in-depth investment research, and personalized care.

We firmly believe that investment diversification is a key to a healthy portfolio growth.  Our tax-efficient asset allocation model helps clients achieve the highest possible return on an after-tax basis.

Our Wealth Management services include:

  • Concierge Level Portfolio Oversight
  • Asset preservation and growth
  • Advanced Income Strategies
  • Personalized Retirement Planning
  • Risk Management
  • Hedging Strategies
  • Advanced Charitable Strategies
  • Management of Appreciated Investments
  • Employee Stock Options Plan administration
  • Restricted Stock Management
  • Rule 10b5-1 trading
  • Tax Optimization
  • Tax Loss Harvesting

Individual Investors | Babylon Wealth Management | Fee-Only Investment Advisor
Source: Vanguard