We monitor portfolios using custom software that links with leading trust accounting vendors. We receive daily data feeds that provide constant updates on portfolio positions, which are compared to benchmarks on an ongoing basis. Client guidelines and objectives are reviewed and written investment reviews are presented detailing our opinions about the portfolio and the changing market conditions. We arrange regular visits with clients to ensure effective communication and provide top-level attention to your needs.

Initial Review

Maintenance Review

A comprehensive analysis of a client or prospect portfolio. An Initial Review establishes an Investment Policy Statement (IPS) and lays out the disparity between the portfolio and the IPS. This document walks through each asset class to make recommendations based on security fundamentals, position sizes, and sector weightings. Our clients have found that one of the most powerful marketing tools we can provide is a detailed analysis of a prospect account, targeted to unique situations and needs.

An ongoing review of a client portfolio to address issues from asset allocation to valuation. We continually evaluate the balance between asset classes to ensure they match the investment policy. An asset allocation can get out of balance over time and rebalancing is vital to maintaining the appropriate risk profile.