Eight Ventures Private Wealth Management

Eight Ventures serves individual clients (including high-net-worth individuals) as well as charitable organizations, trusts, private foundations and corporations, providing comprehensive financial planning and investment advisory services including full-service portfolio management. As part of its planning process the firm may also assist clients in securing life and disability insurance and can act as an independent insurance broker when coverage is identified as needed.

The firm’s investment approach centers on customized financial plans and strategic asset allocation, with an explicit focus on capital preservation, diversification across equities, bonds and alternatives, and positioning portfolios along the efficient frontier to manage sequence-of-returns risk. Eight Ventures typically manages accounts on a discretionary basis, documents client objectives in an Investment Guidelines statement, and provides portfolio performance benchmarking and regular reporting.

Noteworthy differences from many peers include licensed capacity in commodities and futures (Series 3), which supports the firm’s ability to use derivatives in client accounts — a practice uncommon among supported firms. The brochure also discloses the firm may receive commissions from insurance sales while maintaining a general policy against third‑party compensation, and it emphasizes performance benchmarking alongside a recently reported increase in assets under management.