Our consultants will work with you from day one throughout the entire process of implementing your desired changes. We have some of the most sophisticated software available to evaluate performance at the portfolio, manager and asset segment levels. We offer tremendous flexibility in reporting and strive to customize reports to meet your needs. We assist families in developing tax sensitive portfolios, offer guidance on the management of low-basis stock and work directly with other family counselors in the development of estate and wealth transfer strategies. Ongoing Support and Counsel Managing any investment fund is a dynamic process.
Needs are likely to change over the years.
Capital markets and the regulations surrounding markets are also likely to change. Additional money managers may need to be hired. Some may need to be removed. Seminar topics include fiduciary standards and responsibilities, capital markets theory, asset allocation and optimization, investment policy development, money manager selection and structure, and performance measurement and attribution. Seminars are held throughout the year by Larry Thompson and staff consultants.