We have adopted a thorough approach to reviewing and analyzing investment options. Fifteen specific criteria are used to evaluate equity managers and 19 are used for fixed-income managers. When appropriate, we also utilize the expertise of Rehmann Corporate Investigative Services to provide thorough due diligence on the selective money managers.
Our investment solutions - based on analytics, strict due diligence and advanced portfolio construction techniques - are the result of a prudent and forward-looking philosophy:
- Use impartial, independent research to aid in the management review and portfolio construction process
- Grant access to a broad range of premier investment managers who are carefully vetted and held accountable for their performance over time
- Offer true diversification through the use of alternative as well as traditional investment products
Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.