Defining “Chief Investment Officer”

Investment Policy & Asset Allocation

  • Create a customized investment policy
    statement
  • Review and evaluate
    current portfolio
    holdings

Due Diligence and Manager Selection

  • Recommend specific investment managers that
    fit within the investment policy
  • Continuously evaluate market conditions, managers and investments
  • Research and perform
    due diligence on new
    managers

Reporting and Other Client Communication

  • Create comprehensive and customized consolidated performance reports on a monthly basis
  • Review and discuss other potential investments that come to your attention
  • Communicate between quarterly meetings
  • Actively work with your team of advisors
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