March 21, 2014
Our rigorous due diligence process aims to accomplish one major outcome: to sift through the universe of outside investment managers to help us select those who will potentially meet and exceed our clients’ investment objectives.
A seasoned investment manager should be able to mitigate risk in clients’ portfolios and potentially produce risk-adjusted returns by observing and responding to trends and market changes that might affect a client’s investments.
“Since we cast our net wide by hiring outside investment managers, we’re able to find individuals with niche areas of expertise,” says John De Clue, Chief Investment Officer of The Private Client Reserve.
“Each of our clients has unique goals, and we wantto give them the peace of mind that comes withknowing that their investments are in experienced hands.”
An important goal at the heart of an investor’s decision to select an active investment approach is the investor’s belief in a manager’s ability to provide superior risk-adjusted performance over a passive alternative.
We believe that identifying investment managers with the skills, education and talent to align with your goals requires highly experienced analysts who leverage a systematic, forward-looking and repeatable due diligence process.