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Over 92% of institutional investors seek the experience of an independent investment consultant. *
We believe investing is far more complicated than simply attempting to make money. Identifying how assets will be used in the future begins the process of identifying objectives and guidelines. We strive to truly understand an organization’s goals, the purpose of the assets and their decision making process. These factors and others help form the basis of well-designed and effective investment strategies. We believe our approach differs from that of most investment professionals. Our methodology demands regular and productive communication. Since there is always uncertainty when forecasting future events, understanding an organization's annual budgets and strategic plans, as examples, are important in formulating investment strategies that will best address expected results.
* Cleary Gull Advisors Inc. - 2011 Senior Living Asset Allocation Study