Process
Our investment process is comprised of five critical, proactive steps designed to instill discipline to mange client portfolios through ever-changing market cycles.
- Portfolio design – In this first important
step, we listen intently to your goals and
objectives, and prepare your customized
investment policy statement, which serves as a
guide to your personal investment program. Here
also we complete your individual asset
allocation modeling, by maximizing value subject
to your particular risk tolerance.
- Manager selection – We select the investment
strategies in each class to achieve your
strategic portfolio. We then select the best
managers for each investment strategy within the
context of your specific objectives and how the
managers complement each other. We negotiate
preferential terms including fees, account
sizes, and custom mandates.
- Portfolio implementation – This stage
includes a thoughtful, logical transition from
your current portfolio to your strategic target
portfolio.
- Consolidated reporting – Our reporting is
clear, concise and comprehensive.
- Custom analysis – We provide ongoing, tailored evaluation of performance, risk metrics and portfolio characteristics.
