We start by evaluating your fund's return target relative to its projected financial needs. We can evaluate the anticipated timing of your contributions and distributions relative to the expected cash flow and principal volatility of your assets. Another might define risk as the probability of negative returns over a particular time period. We will help you define risk in terms with which you are comfortable.
Some constraints are self-imposed while others are the result of laws or regulations.
We can help you analyze the opportunity costs associated with your self-imposed constraints. Consulting Group will help to define an appropriate time horizon for your fund. Consulting Group, a division of Salomon Smith Barney Inc., provides Financial Consultants with investment advisor research and capital markets analysis to assist in planning your personal investment strategy. This site describes asset management services provided to U.S. persons and entities by firms that are registered as investment advisers under the Investment Advisers Act of 1940. This site is not a solicitation on the part of Consulting Group or any asset management firm recommended by Consulting Group to provide asset management services to non-U.S. persons and entities.