How we service Investment Consulting Clients:
Review
We begin the process by helping to identify the client's investment goals and objectives and by gaining a complete understanding of their overall situation. We thoroughly review the client's current investment program, including the investment products, asset allocation, and unrealized gain/loss profile. We then determine a course of action to migrate the existing portfolio to the agreed upon allocation.
Find
We seek to identify high quality investment managers that we believe may be appropriate for inclusion within client portfolios.
Allocate
We will recommend a select group of managers, which may include some existing investments, to build a portfolio. Our asset allocation framework is designed to construct a customized portfolio that will meet the stated investment objectives.
Execute
When decisions regarding the investment program are made, we assist with the implementation into a client's portfolio.
Monitor
We periodically review the client's goals, objectives, and allocations and recommend changes to the investment program as needed.