Outsourcing facilitates deeper relationships with clients, focusing on client service as a key differentiator. It elevates the conversation toward achieving long-term goals, like retirement savings or building a family legacy.
Outsourced solutions follow a well-articulated investment philosophy and process, leading to greater consistency in applying investment policy standards to client holdings and risk mitigation. The outsourced manager takes on the issue of risk without sacrificing portfolio quality. Formal investment procedures and documentation, trading activity, and performance reviews deepen relationships and increase confidence in clients that their portfolios are aligned with their goals.