Initial Fund Review

• Our comprehensive Initial Fund Review (IFR) provides clients with a complete diagnostic assessment of their investment portfolio.
• The IFR examines a client's existing Investment Policy Statement, asset allocation policy, review of actuarial reports, and investment structure, resulting in a useful guide for discussions and decision-making.
• For each aspect of a client's portfolio, we provide:
  • The portfolio's current status,
  • Recommendations for action, and
  • A recommended priority
• After receiving feedback from each client, we seek to reorder priorities based upon the current needs and circumstances of the portfolio.