Nov 13, 2014|Investment Analysis|Private|Completed
Jan 3, 2013|Financial Reporting|Private|Completed
Jan 2, 2013|Other - Finance & Mgmt|Private|Completed
Dec 5, 2012|Other - Finance & Mgmt|Private|Completed
Here are some of our key services:
Investment Management & Advisory
* Investment policy development and implementation
* Portfolio construction and asset allocation
* Portfolio monitoring
* Provide investment research on individual securities, industries or markets, including stocks (equities), debt, derivatives, mutual funds, private funds, investment themes (ethical, sustainability, "green"), etc.
* Offer advice about current portfolio holdings and asset allocation
* Create an investment policy statement and guidelines
* Business/Asset Valuation and Due Diligence - This service includes full-scope or limited-scope analysis, research and valuation related to determining the fair value of either a business or asset. Understanding the value of a business or asset can be critical in many situations, including M&A, ESOPs, legal, etc.
* Business and Financial Analysis - These services may be necessary for a company that is raising capital, seeking financing, planning their corporate future or optimizing financial structure.
* Our alternative investments and private investment vehicles are meant to reduce overall portfolio risk by allowing our clients greater diversification via access to different investment opportunities and asset classes within the public and private markets.
* In addition to the management and advisory of assets owned by individuals and businesses, we also actively manage...
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