Diversified Investment Portfolio Selective Wealth Management's recent investments across various sectors such as healthcare, real estate, precious metals, and ETFs suggest a focus on diversified asset management. This indicates potential interest in advanced portfolio management tools, risk analytics, and investment optimization solutions.

Growth Through Institutional Focus With a client base serving both individual and institutional investors, there is an opportunity to offer tailored services such as institutional-grade reporting, compliance tools, and enterprise investment analytics to support their expanding institutional assets.

Tech-Enabled Operations Utilizing advanced technology like Google Cloud, Cloudflare, and analytics tools highlights a digital-first approach. This creates opportunities to present innovative fintech integrations, cybersecurity enhancements, and scalable cloud solutions to streamline operations.

Market Expansion Potential Recent asset acquisitions and a focus on diverse ETF investments suggest a proactive strategy in market expansion. Sales efforts could target premium financial planning software and market research tools to further support strategic growth initiatives.

Client Engagement Strategies As a boutique firm with a moderate team size, there is potential to introduce advanced client engagement platforms such as personalized dashboards, CRM integrations, and digital communication tools to deepen client relationships and improve retention.