Draper, UT 12459 S. 300 E. Suite 101 Office

Private Advisory provides personalized financial planning and ongoing investment management to a range of individual and institutional clients, including individuals, trusts, estates, charitable organizations, and small businesses. Services described in the brochure include comprehensive financial planning, portfolio management, tax and estate coordination, insurance review, and a discretionary implementation model overseen by the firm’s investment committee.

The firm typically implements advice through firm-generated model portfolios blended across equities, fixed income and alternative exposures and manages most client assets on a discretionary basis. Private Advisory also uses a variety of instruments and strategies — including structured notes, options and private placements — and may employ derivatives and borrowing within separately managed accounts to pursue specific objectives such as hedging, income generation, or synthetic financing.

Compared with many peers, the firm offers a performance-based fee arrangement for qualified clients and discloses a separate, higher-risk performance model that tends toward higher turnover and reduced diversification. The brochure also notes several uncommon operational features for a team firm: the use of testimonials in marketing, the deliberate use of derivatives and borrowing in certain client accounts, and discretionary concierge and third‑party professional coordination that, in some cases, can create custody considerations.