For institutions that would rather focus on their core business, we offer outsourced investment capabilities.
Our long-term focused, strategic investment process utilizes a mostly indexed approach, with active investments rounding out portfolios where both appropriate and cost effective.
Your needs dictate whether you hire us as an advisor (non-discretionary) or investment manager (discretionary) or on a consultative basis.
For investment advisors specifically, we offer model portfolio built to your risk/return specifications. Services include:
- Creating an Investment Policy Statement (IPS),
- Asset allocation creation,
- Investment selection & monitoring,
- implementing portfolio decisions (trading),
- risk management,
- Ongoing oversight, and
- Performance reporting