Identify money managers that provide solid risk adjusted returns and performance that have been consistent, repeatable, and sustainable.
Combine diversified uncorrelated assets with optimized risk and return attributes.
Provide a tactical component which allows management based on current economic conditions.
Monitor manager and overall portfolio performance through: Model performance analysis; Asset allocation adjustments; Regular rebalancing as needed to maintain appropriate asset allocation.
Assess investor goals to select specific allocations. Monitor investor objectives and needs to keep portfolio on track.
One unique portfolio with multiple styles and managers. Ongoing management of portfolio in line with your objectives. One convenient statement with one performance report.