Analyze the current portfolio, paying close attention to risk tolerance, liquidity needs, time horizon, asset class restrictions or preferences, and overall performance.
Design an optimal portfolio that meets your financial goals and objectives. In particular, we use asset allocation techniques that include long-range capital market projections based on academic and institutional research.
3. INVESTMENT POLICY STATEMENT
Create a written Investment Policy Statement highlighting your objectives and asset allocation, while creating objective benchmarks against which to analyze portfolio performance. The Policy Statement also details our process for managing taxable and tax-exempt financial assets.
4. SELECTION OF BEST INVESTMENT TOOLS
Select superior individual securities, bonds, and/or mutual funds in order to implement your financial plan. We typically can obtain favorable fee arrangements and reduced brokerage charges through our institutional relationships.
5. ONGOING SUPERVISION
Supervise the portfolio on a continuing basis, providing timely reports to help assure that the stated goals are meant and appropriate benchmarks are selected. Based on shifting economic and market conditions and changes in your objectives, we may periodically recommend rebalancing the portfolio.
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