Organization:
Goals, attitudes and risk identification; resource and needs
evaluation
Investment
Blueprint: development of Investment Policy Statement,
Asset Allocation,
Investment Selection, and Implementation Plan
Specific Investment Vehicle Recommendations: Rigorous
research and analysis identifies consistently
high-performing vehicles
appropriate for client portfolios
Account administration: we simplify and handle most paperwork needed
to setup accounts and to process transactions with our broker/custodian, T.D. Waterhouse Institutional, Inc.
State-of-the-art
Portfolio Performance monitoring & reporting:
Accounts are reviewed regularly to ensure compliance with the
client's
investment policy statement (IPS). Our quarterly reporting package
provides both
a qualitative review and quantitative measurement
against custom benchmarks and a client's IPS.
Access to
institutional managers, load-waived funds, reduced
transaction fees and
alternative investments.