Our Services
Each client relationship under our advisement is best described as a full service investment consulting relationship. Standard services to all clients include the following:
- Risk Management
- Investment Policy Development and Review
- Asset Class Research and Recommendations, including Non-Traditional Asset Classes
- Recommending / Implementing Client-Specific Investment Strategies
- Investment Manager Research and Selection
- Investment Performance Analysis and Evaluation
- Ongoing Management and Monitoring of Strategies
- Board / Committee Education
- Support Services / Research
- In-house Analytics
We have been well served by using a risk focused approach. While risk control has become more in vogue in recent years due to market events, it has been a pivotal part of our core belief since the founding of the Firm in 1994. Our experience with a risk-focused approach has allowed our clients to avoid many pitfalls that have befallen funds less focused on the potential downside of investing.