As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your firm and your employees. Our investment process includes:
Investment Policy Statement
We assist you in developing an Investment Policy Statement (IPS) that sets guidelines for making investment decisions.
It's important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process.
We conduct periodic investment reviews to check that performance and expenses remain consistent with plan objectives.