Investment Oversight Service

  • Analyzing your investments and designing a personalized portfolio appropriate to your needs
  • Review of your portfolio’s positioning to ensure meaningful diversification to address common portfolio flaws
  • Continual, year-long monitoring of your investments and investment managers
  • Quarterly, semi-annual or annual meetings to review and evaluate your investment performance in relationship to your goals, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the markets