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About Us
Our Story
Our Offices and Advisors
Our Firm
Our Board
Solutions
Independent Fiduciary
Wealth Planning
Investments
Digital Solutions
Institutions
Resources
Contact Us
Find An Advisor
About Us
Our Story
Our Offices and Advisors
Our Firm
Our Board
Solutions
Independent Fiduciary
Wealth Planning
Investments
Digital Solutions
Institutions
Resources
Contact Us
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Manager Selection and Monitoring
We research, assess, and choose appropriate managers using a disciplined, systematic process.
Fund manager selection due diligence includes:
Database screening,
Questionnaires,
On-site interviews, and
Regular calls and updates.
Asset Allocation Studies
Master Trustee / Custodian Searches & Fee Negotiation
Finding the right fund manager requires rigorous due diligence to truly understand management and their philosophy.
Bob Bukowski
Managing Director, Principal
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