Investment Management Process After developing and implementing a portfolio that reflects the unique needs of a client, we build upon this foundation by incorporating into our Private Member offering an investment management service. This comprehensive portfolio management service includes: development and maintenance of an Investment Policy Statement for each unique portfolio (e.g.-trust accounts, foundation, etc.) continuous monitoring of the recommended investments research on other investments that we are considering comparing of currently utilized investments with new options monitoring of the economy and its implications for your portfolio and the investments within it quarterly portfolio reports and reflections quarterly economic reviews access to our investment staff for any questions and concerns that you have periodic reports on the specific portfolio investments periodic rebalancing of portfolio to meet desired asset allocation alerts of economic, investment industry, or specific investment changes, when necessary advisement and implementation of tactical asset allocation changes when necessary review and revision of investment policy on at least an annual basis management of portfolio distributions management for tax minimization when appropriate annual tax reports regarding investment transactions coordination with your tax professional of tax-related transactions the rationale behind the inclusion of any investment that you own in your portfolio, if requested ongoing assessment of new investment opportunities socially-responsible investing, if desired management of portfolio contributions development, monitoring and execution of a stock-option strategy incorporation of a large, undiversified investment position Return to Family Wealth Management