We work alongside your team to develop, implement and continually evaluate a cohesive organization-wide strategy that is consistent with your mission, vision, values and goals.
We start by understanding your culture, objectives and the challenges you’re facing. We then use what we’ve discovered to inform the development of policy statements and a risk and return framework to guide all asset management decisions. Working with your team, we establish a communication process for evaluation and ongoing management and present a portfolio strategic plan for input and approval.
We construct your portfolio with an optimized framework that implements your unique strategic plan across entities and a spectrum of asset classes. We provide in-house expertise in private investments and targeted asset classes (strategic, tactical, and risk management) and seamless investment manager integration using a well-established business model and a systemic selection and evaluation process.
We then continue to partner with you through the process, delivering detailed segmented and consolidated reporting, consistent communication and education, and a strong process for ongoing management.