Your senior portfolio manager will:
- Create a Statement of Investment Policy to ensure the portfolio is invested in accordance with your specific goals and objectives.
- Determine the appropriate Asset Allocation for your portfolio, based upon a number of factors, including income needs, investment horizon and risk tolerance.
- Work with your professional team – attorney, accountant and/or financial planner – to ensure that the investment management of your portfolio is coordinated with your estate plan and tax situation.
- Assist our non-profit clients with return expectations and withdrawal assumptions to support long-term planning for operating budgets and capital projects.