20 Park Plaza, Suite 510
Boston, MA 02116
617.428.7500
info@managerfirst.com

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.