While each client is unique and must be treated as such, the common denominator is the need to prudently manage their investments.
Our core consulting service is a structured process with a holistic approach to customization based on the clients’ needs, ensuring all elements have been considered in constructing the overall portfolio.
The Investment Policy Statement (“IPS”) is the cornerstone from which all subsequent investment strategies are formed and is essential for the sound fiduciary management of the portfolio. It serves as a useful guide for the client and consultant in setting forth a welldefined set of expectations for investment methods and results. To be effective, a sound IPS should define quantifiable and realistic objectives, along with the absolute needs and mission of the client.
We also incorporate the following services as part
of the process at no additional fee:
Cost Analysis and
Client and Committee Education
Assist in Custodian Searches
Assist with Socially Responsible Investing