Our process for developing your institutional investment program
We adhere to a well-established process to customize a comprehensive investment program tailored to your organization’s individual goals, needs and situation. Here are the steps we take to design, implement and manage your investment program.
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We help you establish or amend your investment policy statement to help ensure that it is appropriate for your needs and mission, and that it remains aligned with your objectives.
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We design a strategic allocation to fit your organization’s investment profile, identifying strategies within different asset classes with the goal of providing realistic returns within an acceptable level of risk.
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We conduct due diligence on current and prospective fund managers to identify who we believe to be the best choices for each asset class.
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We manage and measure your investment performance and present so you can see how your investments are performing over time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
