Broker Check

Our Process - Report, Rebalance, Recommend

“We provide in-depth performance reporting, rebalance our client`s portfolios and develop recommendations based on changing client objectives.”
Portfolio Performance Reporting

  • Measure growth from both an absolute and relative perspective.
  • Measure relative portfolio risk and return objectives resulting from policy decisions.
  • Quantify the value added by money managers relative to alternatives.

Portfolio Rebalancing

  • Each portfolio is rebalanced regularly to assure that the mix of asset classes defined to achieve objectives is constantly in place.
  • Constantly “rehire” the money managers – monitoring their philosophy, process, people and performance.

Portfolio Recommendations

  • Develop recommendations relative to any change in our client`s investment policy, portfolio objectives, risk tolerance, preferences or constraints.