A significant piece of what we help advisors to do is design a truly effective and customized investment process based on what they plan to do for clients going forward.
We will initially help you to create and incorporate a clear, executable Investment Philosophy which can be used with and delivered to each and every client.
Often advisors choose to utilize the Investment Philosophy we built for our original practice with some slight modifications. Then we work with those advisors to design several models based on that philosophy which can look and feel they were perfectly customized for each and every client.
Our 10—person Investment Policy Committee constantly reviews the investments within each model and provides insight on a daily, weekly, and monthly basis to all advisors
In summary, you're using your own customized Investment Philosophy to design model portfolios to accommodate all of your clients' needs. Concurrently, you are utilizing the expertise of a trusted portfolio management team who makes ongoing recommendations—and keeps you apprised of anything you need to know in order to make the best informed decisions for you clients.
You'll be speaking knowledgeably to your clients about their portfolios, yet you'll be spending very little time on the investments themselves...
>> One Advisor's Experience
“I have much more involvement in the investment process—being able to move positions in and hold them. Yes, I outsourced the investments in the first place to not be involved, but I think at some level you want to have some control. I never want to have to tell my clients, "They did this” or “They did that." I now can honestly tell my clients, "This is what we did” when we made a strategic decision to move out of high yield bonds, or trimmed back on real estate, for example.
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