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Private Portfolio Consulting - Full Service
Description: As a completely independent and objective Consultant, we assist our clients with: Defining an Investment Strategy with Effective Diversification; Planning a prudent manager search process to identify appropriate asset managers/mutual funds through extensive research; Selecting qualified asset managers or mutual funds with concern for optimal diversification of managers; Structuring custody services and implementing selected managers/funds; Monitoring portfolio and manager/fund performance on a regular basis; and Adjusting the portfolio and managers/funds over time. Our clients make all decisions. We provide on-going advice and assistance. |
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Private Portfolio Consulting - Selected Services
Description: As a completely independent and objective Consultant, we assist our clients with policy-setting, research, historical performance analysis, on- going performance analysis, or customized advisory services relating to their portfolio investments. We provide customized research for client's special needs. We create specialized models, forecasts, and other analyses to assist with tax planning, estate planning, etc. We can provide whichever service is desired individually or in combination. Fees for customized services may be asset based or on an hourly / daily fee basis. |
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