Focused Wealth Management serves as a co-fiduciary in writing to your Foundation. As your fiduciary, We shoulder the bulk of responsibilities to help foundations meet the multitude of obligations to their organization.
INITIAL PHASE
- Analyze the portfolios current performance
- Analyze the portfolio for fees
- Determine the proper asset allocation
- Implement appropriateFocused Wealth Management model
- Draft Investment Policy Statement (IPS)
ONGOING PLAN MANAGEMENT BY FOCUSED WEALTH MANAGEMENT
- Develop, manage, monitor, adjust and rebalance risk-based investment models
- Daily monitoring of investments
- Ensure that as a whole, the foundation account has distinguishable risk/return characteristics
QUARTERLY PLAN REVIEW
- Review Quarterly Performance
Focused Wealth Management provides a detailed review of all aspects of the account, including economic, market and investment performance
- Review investments performance against best-fit benchmark and peer group
- Assess each investment option’s performance over time (e.g., over a full market cycle—generally three to five years) in order to not overemphasize short-term results
- Note if there has been any significant change in the asset size of an investment option. If this is the case, determine if the change could hamper the option’s ability to meet its investment objectives or adversely impact the option’s investment implementation
- Review the reasonableness of each investment option’s fees and expenses when compared to similar alternatives in the marketplace