Client Oversight Services

In some instances, we are not managing client’s assets but still acting as their advocates. Clients may have a separate advisor that implements the strategy and recommends money managers.

As the initial architects of the client’s plan, we would continue to provide ongoing recommendations to make sure they conform to the client’s goals and do not deviate from the guidelines established in the investment policy statement.

Our comprehensive approach as investment advisors culminates in a performance evaluation, which serves to answer three questions:

Were the asset allocation strategy and manager structure implemented effectively and attendant to your investment policy statement?

Are the separate investment managers adhering to the investment policy statements which should be aligned with your objectives?

Are the managers adding value based on performance, risk, fees charged and other factors?

Let's explore potential solutions to these questions together.