Investment Performance Monitoring
After establishing an individual investment strategy, we work with our clients on designing a portfolio and monitoring performance to meet long-range goals and objectives. The services include:
- Reviewing investment philosophy options, passive investing versus active management
- Creating an asset allocation to meet near and long term financial and estate planning goals
- Researching and selecting asset managers/funds for each respective asset class
- Designing overall portfolio structure to maximize tax-efficiency
- Developing implementation plans that considers cash flows and current market conditions
- Preparing customized investment policy statements
Frank, Rimerman also offers portfolio solutions for unique circumstances, including planning to meet philanthropic goals, identifying diversification strategies for concentrated and low-cost basis equity positions, and providing analysis of alternative assets products such as hedge funds and private equity.
Investment Performance Monitoring Services provided by Frank, Rimerman Advisors LLC, registered investment advisors.
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