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Investment Management
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Our firm provides clients with an objective and independent source for the review and analysis of their multi-asset class or multi-manager investment portfolios. We can function as the outsourced “Chief Investment Officer” providing ongoing analysis and advice regarding complex multi-strategy investment portfolios or we can provide a one time analysis of an existing portfolio structure. We combine over thirty-nine years of portfolio management experience with a disciplined analytical approach in order to evaluate asset allocation, manager performance, investment expenses, and tax efficiency.  If our analysis leads to the restructuring of a client’s portfolio, we can implement the necessary changes with passive investment strategies or through the selection and evaluation of active managers.  Our manager search process seeks to identify firms that are in the investment management profession, rather than the business of asset gathering.