Investment Analysis

Research is a critical element of our process. Before selecting investments for your portfolio we gather extensive quantitative and qualitative data in order to select only those investments that meet our standards of quality and suit your needs.

Whether your portfolio utilizes mutual funds, separately managed accounts, individual equity and fixed income securities, or a combination thereof, our due diligence process seeks to identify mangers and investments with integrity and successful track records.

We evaluate key markers such as:

• Historical performance
• Investment style
• Manager incentives
• Company information
• Historical taxability
• Fixed-income creditworthiness

Proprietary Mutual Fund Analysis
Our internal Investment Strategies group consists of 12 professionals with dedicated responsibility for monitoring and evaluating investment managers. This research center provides us with access to:

• Performance-related analysis on fund manager style
• Risk/return statistics and up/down statistics
• Quarterly watch lists identifying areas of concern or changes in management

Third Party Resources
In addition to our own research, we rely on resources from some of the industry's leading research organizations. Our relationship with these agencies provides us with third-party objective information as well as access to real-time performance data.