HOME ABOUT US INSTITUTIONAL SERVICES WEALTH MANAGEMENT SERVICES BUSINESS CONSULTING SERVICES INSIGHTS TOOLS CLIENT CENTER CONTACT Institutional Services Investment Policy Statements Annual review of existing IPS to address any desired changes. Development of new Investment Policy Statement, if appropriate. Design and implementation of Emerging and Diverse Manager Investment Policy and Investment Solutions. Asset Allocation Studies Asset allocation studies including both Mean-Variance and Monte Carlo simulation as required, addressing the possible inclusion of new asset classes or to view the impact of Spending Policy on the total portfolio over time. We allow your IPS, spending needs and goals to guide, our asset optimization and analysis modeling methodologies that include a set of sound capital market assumptions for returns using CAPM, implied returns, Bayesian analysis (including Black-Litterman), and custom forecasts. Investment Manager Searches and Selection Investment Manager/Mutual Fund searches as required, replacing existing investment managers or retaining managers for new asset assignments. Managers are evaluated using our three-factor model: performance, firm capacity (including people) and growth in assets. Portfolio Monitoring Analysis of total portfolio performance against a customized capital markets benchmark. Analysis of performance of existing investment managers against appropriate Capital Market Indices (passive) and Peer Group Indices (active). Quarterly portfolio performance report and client meeting providing analysis of both the total portfolio and retained investment managers against appropriate passive indices and active peer group benchmarks. Annual review of costs associated with the management of the portfolio, to include investment managers, consultant, and custodian fees. Review and negotiation of custodian services and fees and custodial searches as appropriate. Contact 1330 Smith Ave Suite 7 Baltimore City, MD 21209 Financial Management Strategies, LLC Office: 410.779.1276 Fax: 410-779-1302 info@fmsadvisors.com Disclaimer Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. This website is for informational purposes only and not intended to constitute an offer for or any solicitation to sell securities or investment advisory services except, where applicable, in states where we are registered, or where an exemption or exclusion from registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, as well as information posted on "linked" websites is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of the information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Original Content Property of Financial Management Strategies Copyright 2018 Copyright 2021 FMG Suite.