• Develop an investment strategy that exactly fits your investment goals, risk and volatility tolerance, incorporates your environment, social and governance (ESG) goals.

​

• Develop an investment policy statement for each investment manager.

​

• Evaluate and select investment performance benchmarks necessary to ensure every investment manager is delivering competitive returns.

​

• Review a full range of international investment management providers that meet your investment criteria.

​

• Interview engage investment management providers.

​

• Ongoing review of investment performance compared to investment policy and peers Our carefully vetted investment managers are located in the USA, Canada, Barbados, Cayman Islands, Bahamas, the UK and more.