Building and Managing Investment Portfolios
When you hire investment management consulting in Minneapolis, MN you will receive a multifaceted approach based on the Prudent Practices for Investment Advisors handbook. This process can be divided into four categories: organize, formalize, implement, and monitor. Our first step is to get you organized with a comprehensive assessment of your financial position, and we want to learn your investment objectives.
Next, we help you formalize your plan with your investment management risk assessment, asset allocation strategy, clarification of your socially responsible investing preferences, and investment policy formulation and documentation. We will look at the distribution of projected portfolio returns, which are evaluated in the context of your risk and return objectives. Investment management consulting in Minneapolis, MN will help you identify your risk preferences and help you understand the level of risk associated with various investment strategies.
Due Diligence for Investors
The third step is to implement the plan. We will help you achieve your goals with due diligence research in the investment manager selection and deselection process. We will provide full transparency on all transactions that are executed on your behalf.
Investment management consulting in Minneapolis, MN will give you valuable financial information and other tools. Monitoring is the last part of the process. We provide periodic investment portfolio rebalancing, investment performance reporting, and evaluation. We also offer guidance and help with difficult investment decisions. We tailor our approach as needed to the individual investors we work with to accommodate their unique needs and preferences.
