Portfolio management following fiduciary standards of care requires careful monitoring and understanding performance and risk. Our performance analytics give us control over data quality, analytical content, benchmarks, and peer group comparisons.

Portfolio weightings to different asset classes are compared to the portfolios original policy to manage risk on an ongoing basis and to provide our clients with a dashboard for easier decisions in adjusting their portfolios.

Taxable portfolios are monitored for tax efficiency including managing cash flows and when adjustments to the weightings of specific assets is needed to manage risk.