Investment Services

Our most important role is to understand clients' goals for their invested dollars and to be an integral part of their trusted team working to attain those goals. Our professional commitment is to establish long-term, productive client relationships.

We offer complete investment consulting services from establishing (or reviewing) an investment policy statement through providing customized performance reports. Integrity, accuracy, and reliability are the cornerstones of our service. Each client is unique and each deserves a personalized approach to investment strategies based on individual client goals and objectives.

As a completely independent investment consulting firm, we bring objectivity and innovation to our investment style. Enhancing our client's assets and providing excellent personal service through dedication and diligence is the basis of our business.

We work directly with the client to—

  • Review client's current investment policy statement (IPS), or create one as needed
  • Examine aspects of client's investment structure to determine unseen costs or inefficiencies
  • Create clear, innovative investment solutions
  • Determine appropriate asset allocation
  • Identify, interview, and hire top separate account managers by:
    • following client's IPS and specific risk and return profile
    • using best analytical data available
    • comparing performance to comparable index and universe of peers
    • ranking by:
      • r-squared
      • alpha
      • standard deviation
      • beta
      • best case
      • up- and down-market capture ratio
    • reviewing background of principals and firms' legal and operating history
    • meeting professional portfolio managers
    • interviewing client and industry references
  • Arrange for socially-responsible investments or specific securities, as requested
  • Provide on-going due diligence of separate account managers
  • Produce quarterly performance reports of managers and overall portfolio
  • Provide presentations to the oversight committee or board, as requested
  • Re-balance between asset classes, as needed, based on IPS guidelines
  • Ensure that governance and fiduciary responsibilities are properly established
  • Process special requests such as scheduled payments, specific reports, etc.
 

Buckley Investment Group, LLC | PO Box 2500 , Walla Walla, WA | 509.522.1600