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