Our Approach: Portfolio Management

Strategy Development and Monitoring:

  • Thorough review of investment objectives and multifactorial risk tolerance
  • Customized formal asset allocation strategies
  • Researching, assessing and selecting investment managers
  • Implementation over an agreed timeline
  • Monitoring of strategies and managers

Reporting and Review Process:


  • Regular, formulized meetings to review goal progress, performance, and risk
  • Customized dashboard to specified level of granular detail
  • Collaborating with client and other service providers to create a thorough and auditable reporting package

Consolidated Client Reporting:

  • Custom asset summary to track personal and investment assets in a format to meet your needs
  • Monthly and quarterly reporting package with a detailed overview designed to provide insight into the drivers of return and risk
  • Frequent dialogue and regular meetings directed by your preference

Our customized dashboard, in-depth statuses and delivery of auditable reports provides easy coordination with your support team.

To discuss your personal needs, please call (212) 409-2400 or click here.