Investment Process

• Develop client’s Investment Policy Statement
• Determine asset class allocations
• Identify market segments
• Determine market segment allocation
• Identify investment strategies
• Construct portfolio
• Examine investment performance attribution to determine if desired results occur
• Monitor compliance with and adhere to client’s Investment Policy Statement

          
Investment Policy Committee – Here’s where we develop and maintain our firm’s investment philosophy, which helps our institutional advisory team identify the investments, managers and specific portfolios, which are designed to achieve your desired outcome. This Committee also establishes our allocation among asset classes.

Strategy Groups (Equity \ Fixed Income \ Non-Traditional)

• Market segment evaluation
• Manager style selection
• Investment strategy selection
• Interest rate scenario probability outcomes
• Benchmark development and implementation
• Monitor investment performance
• Portfolio management