We manage assets by creating a personalized Investment Policy Statement (IPS), which is a blueprint upon which your portfolio will be built and managed. IPS serves a guideline of philosophies, policies, procedures and practices of making investment decisions. This prevents second guessing when markets fluctuate.
We will then create your customized asset allocation model based on your risk tolerance, time frame and goals. We also manage/advice your assets held in your 401K or other retirement plans.
For Corporations, Foundations and Endowments:
IPS helps sponsors meet their fiduciary obligation and reduce their fiduciary liability. It shows the process used in making investment decisions.