Investment Policy Design

A functional investment policy is the basis for a successful investment program.  A well-designed IPS offers clear directions for current and future committee members and articulates the purpose of the portfolio to constantly keep objectives front and center.

We offer standalone IPS design services for an hourly fee. Contact us to see if we can set you on the right course.

Asset Allocation Modeling

The distribution of assets among the various markets is the number one most important determinate of future returns.  Whether you want a simple, easy DIY solution or to just make sure your existing allocation will meet your needs, we can help.  We have robust modeling software, which we combine with experience and a big dose of common sense, to craft a portfolio you can use with confidence in all market environments.

Portfolio Review

Feel like your portfolio might not be achieving the objectives you set, but not really sure?  We offer a no-obligation, fee based, in-depth review of your existing portfolio's performance.  This is not a covert attempt to win you as an advisory client, but a one-time, stand alone, absolutely no strings attached, review of your current situation.  

Most reviews take 10-15 hours to prepare so expect to pay $1,500 at a minimum and up to $3,000 for more complicated situations.