Not your typical Turnkey Asset Management Program
Unlike the well-known turnkey asset management platforms that charge fees based on assets under management and require you to
move assets onto their platform, our outsourcing service is better known as an extended workforce solution. We become an extension
of your firm by becoming your investment team. You maintain control of your investment philosophy and methodology and you pay us
monthly for the services we provide, not the amount of assets you have under management. Think of us as an employee of your firm
that doesn’t need benefits or oce space, for a fraction of the cost to hire in-house.
- Discretionary Portfolio Management
- Investment Strategy and Research
- Portfolio Advisory
- Investment Analysis
- Alternative Due Diligence
- Investment Committee Participation
- Outsource all or portions of your portfolio management functions to us and free up your time for client-facing activities.
- Use a predefined model portfolio or let us customize a set of model portfolios specifically for your clients.
Detailed analysis and recommendations on firm specific portfolios based on your company's investment philosophy and implementation strategy.
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Current policy review and development of updated or new policies consistent with each advisor's unique value proposition.
Includes evaluation of market opportunity, manager search and analysis, and detailed due diligence report.
Continuous monitoring of all approved managers throughout the life of the investment, including periodic site visits, performance reviews, and updated research.
Updated reports on a monthly, quarterly, or ad-hoc basis per agreement. Format and content fully customizable to meet all internal requirements.