Our Asset Management Services Include:
- Investment Policy Statement preparation
- Asset Allocation creation
- Investment manager recommendations
- Ongoing monitoring and due diligence of fund selections
- Design “Watch List” analysis
- Create “due diligence” reports that document manager adherence to IPS guidelines
- Recommend manager termination and a suitable replacement as needed
- Attend Investment Committee meetings and provide meeting minutes to further document the due diligence process
- Coordinate with all service providers