About Us

Since 2010, Courtland Partners has provided asset management and financial planning services to families, individuals, institutions, and businesses. Clients choose Courtland Partners for its integrity, consistency, and proven record of success in the financial industry. It is our objective to provide professionals and experts provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations.

Through tailored portfolio management, we help highnet-worth individuals and institutions around the world reach their long-term financial goals. As a client of Courtland Partners, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Our strategies and plans are tailored to your financial needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits. Beyond investing and financial planning, we want to help make you a more comfortable, disciplined, and informed investor. That’s why we will help you understand what’s going on in your account.



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Why Courtland Partners

OUR MISSION

To carry out all our business operations with integrity and courtesy while ensuring maximum client satisfaction. We strive to offer and deliver the best investment services, offerings, and packages to our esteemed clients.

OUR VISION

The pillars of our investment approach is first, we identify investment opportunities arising from market inefficiencies, carry out detailed research, tailor portfolios appropriately and undertake thorough risk management

OUR PHILOSOPHY

Our goal is excellence in investing. To us, this means achieving attractive returns without commensurate risk, an imbalance which can only be achieved in markets that are not "efficient." Although we strive for superior returns, our first priority is that our actions produce consistency, protection of capital, and superior performance in bad times.

Tailored Investment Approach

We would help you meet your longer-term goals with a tailored investment strategy that’s specifically designed for you because we believe an informed investor is a better investor and a happier client.

Retirement Planning

Whether or not your retirement is comfortable depends on first identifying your individual retirement goals and then finding the proper balance of investments to accomplish your goals. We can help you figure out how.

BLOCKCHAIN INTEROPERABILITY

Offers interoperability between different blockchains hence supporting different project tokens and nfts(in future) and their conversion.

SIPC Protected Accounts

Every Courtland Partners account is protected up to $500,000.

SSL Encryption

Our website and app are secured with 256-bit encryption and blockchain nodes.

Diversified Portfolio

Our Investment Ideology We believe a top-down investment approach— one that selects assets based on higher-level analysis before security selection—is a key factor to our investing success

STOCKS29%
CRYPTOCURRENCY 11%
REAL ESTATE 15%
BONDS 8%
RENEWABLE RESOURCES20%
ETF's17%

What We Invest In

Courtland Partners makes it possible for you to achieve your financial purpose which makes it possible for you to live the lifestyle you've always craved for.

Stocks

Non Fungible Tokens

Real Estate

Cryptocurrency

Options

Mutual Funds

Bonds

Gold

ETF's

Certificates Of Deposits

Collectibles


Our Top Investors

Services

Investments

Saving money is good but what is even better is to have your money work for you.

Smart Portfolio

Smart Portlios seeks to manage risk at each step in the process from the selection of individual investments to the complete portfolio design.

Hedge Funds

Hedge fund is a private investment partnership and funds pool that uses varied and complex proprietary strategies and invests or trades in complex product, including listed and unlisted derivates.

Financial Advice and Asset Management

Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value.

Philanthropy

Courtland Partners offers charitable acts and other good works that help others and the society.

Alternative Investments

Alternative investments refer to investments made in assets classified as non-traditional investment vehicles. Alternative investments are available to seasoned and esteemed high-net-worth investors and private institutions that meet up certain criteria such as networth/ market valuation.

Frequently Asked Questions

  • What does Courtland Partners being decentralized mean?

    Courtland Partners offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain. It's a system that removes the control banks, institutions and to a large extent, the govenment have on money, financial products, and financial services and runs on a digital/crypto currency payment system.

  • Courtland Partners being fully decentralized isn't claimed or owned by any individual or entity, but was an idea brought to live by a network of integrated blockchain validators and portfolio managers operating on smart contracts.

  • A smart contract is a computer program or a transaction protocol stored on the blockchain which is intended to automatically execute, control or document legally relevant events and actions according to the terms of a contract or an agreement. They typically are used to automate the execution of an agreement so that all participants can be immediately certain of the outcome, without any intermediary’s involvement or time loss. They can also automate a workflow, triggering the next action when conditions are met.

  • Courtland Partners is a protocol backed by blockchain and runs on smart contracts, hence payments and transactions are carried out through cryptocurrencies such as bitcoin(btc), ethereum(eth), ripple(xrp), binance token(bnb) and stablecoins such as usdt and usdc.

  • Cryptocurrencies such as bitcoin, ethereum, ripple(xrp), binance token(bnb) and stable coins such as usdt or usdc.

  • Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

  • While the minimum investment required varies from investment firm to investment firm,at Courtland Partners, portfolios with a minimum of $25k, have a personal wealth manager assigned to them. Wealth management is designed for clients whose financial situations warrant the personal attention of a financial professional but at Courtland Partners, every investor has access to contact a wealth manager for a free consultation.

  • There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.

  • Alternative investments are investments specifically meant for accredited investors who are wealthier than normal retail investors. Such investments are made in assets that do not fall under traditional asset classes, like individual stocks, bonds, etc. The lower market correlation makes these investments less volatile, and hence these turn out to be a hedge against inflation for investors. These non-conventional investments are classified as tangible (real estate, precious metals, commodities, etc.) and intangible (private equity, hedge funds, cryptocurrency, etc.).

  • Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.

  • The exchange-traded funds or ETFs are investments that fall between alternative and traditional investments. It lets investors enjoy alternative investment opportunities while not facing any illiquidity issues. In addition, unlike other alt funds, ETFs are well-regulated and could be easily managed, sold, and converted to cash.

  • Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes. Strategies such as Roth IRA conversions, asset location, tax-loss harvesting, or revisiting your gifting and estate plans may help you grow your wealth and preserve your legacy.

Contact Us

Location:

20 Ranworth Road Murdoch, Western Australia

Email:

customercare@Courtland Partners.org

Call:

+1 304 8734024