Benefits of Private Investor Services

  • Active client participation to arrive at an Investment Strategy when designing the optimal portfolio
    • Reviewing and understanding long-range portfolio forecasts, short and long-range risk profiles, effective diversification
  • Selection of the best specialized managers from the widest pool of managers available
    • Identifying and continually reaffirming “Best of the Best” active and passive managers in each specific slice of the markets
    • Letting day-to-day decisions on investments be made by those top-performing specialists in their respective niches
  • Direct control of assets through use of third party custodian account
  • Managing all costs and expenses related to the investments
  • Quarterly reviews with specific recommendations for adjustments to the portfolio
    • Actively managing the managers
    • Planning for disbursements
    • Adjusting the portfolio based on global economic and market conditions

Scope of Work

  • Analysis of current position
  • Modern Portfolio Theory discussion and education
  • Asset allocation studies with portfolio projections
  • Determination of effective diversification for Investment Strategy (allocation)
  • Finalization of written Investment Strategies with target returns, risk and forecast
  • Manager searching, screening, structure and selection, including costs factors
  • Custodian selection and administration assistance
  • Finalization of Implementation Plan
  • Monthly statements from independent custodian
  • Quarterly Performance Evaluation Report reviews with detailed recommendations
  • Portfolio re-balancing reviews and adjustments, quarterly or as appropriate
  • Tactical adjustments to portfolios for current/forecasted market conditions
  • Annual revision of effective diversification of Investment Strategies
  • Annual review and revision of Investment Strategy and Forecast or Statement of Investment Plan and Policies