We believe that consistent long-term investment returns result from the
development of a prudent investment process and the ability to adhere to that process over time. Using the client’s Investment Policy Statement, we construct a diversified portfolio of institutional money managers.
Our Investment Management Services include:
- Management of portfolio assets in compliance with the Investment Policy Statement ("IPS")
- Consolidation of assets from existing custodian to new custodian
- Review of tax basis
- Ongoing due diligence and performance reviews of selected Institutional Money Managers (both for mutual funds and individually managed accounts) and replacement of managers who no longer meet our criteria
- Review and rebalancing of portfolios monthly
- Creation of quarterly performance reports
- Quarterly client meetings, or as needed
- Assistance with "tax loss harvesting"
- Periodic review of overall asset allocation and IPS for necessary revisions
- Monitoring and assisting with scheduled account withdrawals for living expenses