Advisory Service
By acting purely as an advisor, we are able to provide a level of assurance to the governing body without assuming the responsibilities of the existing internal manager. In the role of advisor our services would include:
reviewing policy and strategies;
assist in the selection of securities;
provide an unbiased market view; and
perform independent compliance reviews of all trades and assist in oversight, greatly reducing the potential for major investment related problems.
This service is appropriate for a range of
clients from smaller entities without a dedicated investment person to the
largest of entities who can benefit from an independent viewpoint on the
market.