On-Going Diligence

We place a high value on the quality of our on-going service and our long-term relationships with our clients.

We actively monitor portfolio performance and provide rebalancing adjustments when market forces cause the asset allocation to drift outside the ranges specified in a client’s Investment Policy Statement.

We conduct routine, quarterly reviews of our selected managers to evaluate their on-going performance and to determine whether they continue to meet our high expectations or should be replaced.

We encourage open and on-going communication. As part of our effort, we provide quarterly market reviews, customized performance reports, and a manager-to-peer group comparison report.