Investment Management


Our services include:

  • Portfolio evaluation
  • Investment policy development, including objectives, risk profiling, and asset allocation policy
  • Manager selection
  • Security selection
  • Continuous active management and portfolio rebalancing
  • Investment fee analysis

Informing and communicating with our clients is one of our highest priorities. We offer:

  • Monthly commentary
  • Monthly and/or quarterly reporting
  • Quarterly and/or annual meetings
  • On-call access to our lead investment partners and/or a senior team member