- Investment Policy Statement (IPS) – Translate family needs and philosophy into a workable investment plan. The roadmap for structuring the investment program and keeping it on track.
- Manager Selection – Institutional quality fund management for all assets with a tax-aware filter.
- Program Implementation – Use a Unified Management Account (UMA) structure where appropriate to minimize fee expense and permit automatic rebalancing.
- Monitor and Correct – Institutional quality performance measurement reporting delivers “early warning” signals when corrective action may be required.
- Education – Timely commentary on the investment environment and manager developments and basic instruction on how investments work.
