Manager Transition

Moving assets from one manager to another can be costly and in some cases expose the plan to unwanted risks.

If a change is recommended to a client, the transition of assets from the current manager to the new manager is a very important process and is managed to reduce risk, minimize fees (transactional and custodial) and costs (transactional pricing costs).

We offer our services to assure the smooth transition from one manager to another, coordinating the custodial and administrative issues so as to reduce the associated risks, minimize market variations in priced assets and minimize costs.

• Asset Strategic Services
  • Asset Liability Studies
  • Asset Allocation Studies
  • Investment Policy Formulation
• Asset Tactical Services
  • Manager Search
  • Manager Transition
• Asset Monitoring Services
  • Manager Evaluation
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