Consulting

CapVisor provides:

• A variety of investment planning functions which could include:

            - investment policy design/revision
          
            - guidline construction or revision

            - benchmark selection/customization

            - tax efficiency analysis

            - etc.

• Manager(s) selection (Manager Match) 

      - Transition, support and implementation

      - Relationship management

      - Investment program maintenance and control

      - Strategy Evaluation

• Performance measurement and attribution

• A consulting agreement defining

       - The scope of customized services

       - A competitive price representing a superior value

             - An alignment of interests which avoids conflicts of interests and insures independent and unbiased advice