Investment Managment

Overview

Investment management and market research (your portfolios or ours)

• Regular (typically monthly) account review
• Regular review/rebalancing (based on your criteria; typically quarterly to ensure accounts are invested according to their investment model)
• Special asset strategies
• Client-ready, customizable quarterly advisor communications on broad market topics
• Weekly market missive communications
• Weekly index and investment performance
• Access to communication with a full-time CFA team and investment committee
• Periodic commentary on market action and/or timely topics

Investment management and market research (FocusPoint models only)

• Investment research/recommendations
• Ongoing investment monitoring and due diligence
• Measure model performance and value added