How do we add value through portfolio analysis and monitoring?

One of the key services that we provide to RIAs and other Institutional Clients is in our consistent portfolio analysis. Many planners will send us portfolio holdings in anticipation of client meetings, and we are instrumental in giving them significant intel and bullet points to drive client discussions. Analysis starts at the global level for any firm, and then moves down to households, individual client accounts and finally individual client positions.

The process usually entails an RIA sending us global holdings snapshots, which we hold in a database that is continually updated for credit, calls, pre-refunding, etc. Upon demand, we can then create household and portfolio snapshots which Advisors find value additive in gaining a more complete understanding of portfolio structure and characteristics. Advisors also utilize this service to conduct similar review, analysis and form communication bullet points for potential clients..

Lastly, we hold ourselves out there to sit in on larger client meetings and discussions if a planner would like to have an expert in the room to share some of our analysis, market knowledge and opinion with their clients.

This process also entails portfolio monitoring on a consistent basis for Institutional Clients.