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.
We seek to identify high quality investment managers that we believe may be appropriate for inclusion within client portfolios.
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.
When decisions regarding the investment program are made, we assist with the implementation into a client's portfolio.
We periodically review the client's goals, objectives, and allocations and recommend changes to the investment program as needed.