We begin our professional relationship by first gaining an in-depth understanding of all the needs, goals and objectives of your organization. Next, we help guide you in the design of the Investment Policy Statement (IPS) that outlines a detailed, prudent plan of action for the organization’s Board of Directors to follow. It will serve as the foundation for how your investment program is expected to operate, spelling out risk and return objectives, performance evaluation standards, and any portfolio constraints that must be considered.
We’ll provide asset allocation strategies for diversifying your investments over a broad range of sectors and perform our due diligence to identify and select the money managers and funds best suited to help meet your financial objectives.
Once your investment plan has been implemented, we will conduct quarterly investment performance reviews and reposition holdings accordingly to ensure that they remain aligned with your standards and needs.
Asset allocation does not guarantee a profit nor protect against loss.
