Investment manager(s) and client alignment are continuously and independently monitored.
Managers are evaluated at the “client need’s” level; that is, measuring the performance relative to the client objectives of maximizing their after-tax, risk adjusted returns within their risk budget and constraint set.
Centralizing accountability, control and communications with CapVisor provides efficiencies resulting in better client service and more choice.
Monitoring, evaluating and adjusting strategy and managers for optimal portfolio performance. All client service responsibilities are centralized and coordinated.
