Our role as consultant begins by gaining a clear understanding of the purpose for the investment funds and their investment time horizon. Rarely, if ever, will we begin a new relationship by selling off all the existing investments, and immediately implementing a whole new strategy. Rather, we take the time to speak with individual committee members to gain an understanding of their objectives for the fund, their risk tolerances or investment biases, and their overall investment experience.
Once this foundation of understanding is in place, we thoughtfully design an asset allocation and walk our clients through various asset classes they may not be familiar with. Our goal is to educate our clients, and to “level the playing field” so all committee members have a clear understanding of their investment program. We develop or refine the investment policy and explore the best investment management talent for each asset class in the portfolio. Our job continues as we closely monitor the managers selected to ensure we are reaching targeted objectives.
Careful attention is given to every detail, and personal knowledge of each account by our respected consultant team is what helps to separate us from other consulting firms.