Investment Supervision

An important element of our service is the coordination of your investment program. As investment supervisors, we do not select specific stocks but rather, we oversee the performance of investment managers. We consistently monitor their performance. Be assured, those who perform will stay, those who don’t, go!

A key ingredient of our investment supervisory service deals with “asset allocation.” We help you maintain a realistic (and safe) allocation so that you can meet your short and long term investment objectives.

As part of our assistance with asset allocation, we help you allocate your investment dollars between investment managers. Having one firm investing all of your funds may not be in your best interest. Competition is good! Different investment strategies aid in the diversification process, a critical element in most plans.