Utilizing our scale, experience, and resources, AmRET®️ applies a process-driven approach to building and maintaining efficient, low-cost multi-manager investment portfolios on behalf of institutional, and a limited number of high-net-worth, investors.
We offer extensive manager research and consultative services to achieve best-in-class portfolio construction, manager selection, and asset allocation. Our goal is to deliver returns that maximize our clients’ abilities to carry out their vision and mission.
The services we provide include investment policy design; asset allocation development; manager search, selection, and oversight; ongoing portfolio monitoring and performance reporting; and risk management. Supported by a robust investment research group, our investment consulting team develops integrated investment strategies that help protect assets, minimize risk, adhere with changing regulations and compliance requirements, and accomplish our client’s financial goals for their investment portfolios.
Our deep bench of experienced personnel, resources, and decades of experience working with institutional clients demonstrates that we have the knowledge and expertise to help keep our clients’ portfolios competitive, benchmark their service providers, and assist them with fiduciary oversight.