Looking to work with advisors looking for portfolio management / investment operations services that can help them improve client satisfaction and reduce costs. Also looking to purchase advisors looking to transition or looking for succession.
Building high quality responsive investment management operations is a big challenge many investment advisors face. We can run your investment operations for you with integrity, confidentiality and privacy you demand. We can design strategies with the focus you need to serve all your clients. Whether it is passive, active or socially responsible investing you focus in.
Our ability is to execute for your clients, protecting them and you can focus on other parts of your client’s financial life. We can work with your custodians, your portfolio reporting, rebalancing systems or we can deploy our systems to create a seamless integrated investment operations that creates higher value for your clients with lower costs to you.
What is successful Investment Management and Operations?
1) Proven Processes
2) Timely Execution
3) Integration of Strategies, Models, Risk Management, Performance and Accounting
Areas where we can help:
- Formulation of investment strategy and investment policy.
- Investment Research and Due diligence.
- High Quality, Dedicated and Disciplined Investment Operations and reconciliation.
- Cost savings for Advisor with included additional services.
- Accurate, reliable and timely performance reconciliation, reporting and monitoring.
- Risk management support.
- Customized strategies and solutions that work for the advisor.