Monitoring and Reporting of Investment Manager Performance

The information provided by many investment managers is often vague. We believe that it is important to establish benchmarks outlining how success will be measured and then to compare the results with the targets. For many entrepreneurs, this comparison of the plan with the results is followed for their business, but is neglected when managing their personal investments.

We will work with your investment managers to help develop the appropriate benchmarks and then ensure, on an ongoing basis, that performance is regularly measured and compared with those benchmarks. We subscribe to an investment reporting service that we use to develop accurate benchmark comparisons.

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