Investment Manager Selection
When asset allocation and portfolio structure have been determined, it is then possible to select appropriate money managers. Managed money can take several forms, and whether it comes in the form of Mutual Fund Portfolios or Separately Managed Accounts, we have the expertise to provide expert manager selection. We also offer the expertise services of our own on-site money management team for large-cap growth and intermediate-term fixed income styles.
We use a rigorous screening process to help choose among the best-in-class managers for each style represented in your portfolio structure. This process involves examining multiple factors such as: absolute and risk-adjusted performance compared to benchmarks and peer group, expense ratios, management structure & tenure, total assets under management and regulatory background.
For more information about Investment Manager Selection, we invite you to contact:
Investment Management Consultant
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.