Review Goals and
We spend time getting to know our clients as part of developing a suitable investment strategy. This process allows us to establish liquidity preferences, time horizon, and risk tolerance to capture their overall mandate to develop an investment strategy that meets their objectives.
Construct Custom Alternatives Portfolios
The second step for most investors is to create a roadmap based on our model portfolios, adjusting for client’s specific mandate. This often entails altering our boiler plate model with tilts, overlays, and satellite investments. Once the asset strategy is set, we begin implementation.
Typically, the longest part of the investment management process is monitoring and rebalancing the portfolio. This is a dynamic effort and can be changed at any time based on client preferences, changes in the macro environment, or new information.