business consulting for the arts
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Investment Administration
Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.
These services include reviewing monthly or quarterly investment reports, determinations of current allocations versus expressed investment goals, and helping to identify possible duplicate strategies that create inefficiencies and potential additional risk.
Collaborate with us.
Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.
These services include reviewing monthly or quarterly investment reports, determinations of current allocations versus expressed investment goals, and helping to identify possible duplicate strategies that create inefficiencies and potential additional risk.
Collaborate with us.