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Broker Check

Our Process - Monitor Money Managers and Asset Allocation

“The money manager selection and asset allocation process is ongoing.  We monitor the contribution of specific money managers and portfolio asset allocation to specific client investment objectives."

Money Managers

Managers are monitored on an ongoing basis applying the same quantitative and qualitative criteria utilized during initial selection.  We continually monitor:

  • Conformity to established and documented investment processes, including style, strategy and asset class
  • Continuity of organization and personnel, established buy decisions and sell disciplines
  • Performance relative to style benchmarks and peers

Asset Allocation

  • Relative to asset class correlation
  • Reflective of current client investment objectives
  • Rebalanced to reflect stated investment policy