IAM Advisory has over 30 years experience in developing effective investment structures that put the investor in control of all the risks involved in managing an investment portfolio. This service is used by the full range of client types from sovereign wealth funds, endowments, pension funds, family offices, captive insurance, high net wealth and trust funds.
We assist clients in designing and implementing investment policies that are appropriate to their risk capacity and risk appetite, customising an asset allocation structure, researching manager or fund selection, appointing the manager, monitoring portfolio investments against a client’s risk and return requirements, supporting the ongoing interaction with managers and developing a coherent investment strategy at the total portfolio level.
It provides comprehensive, proactive advice and support at a modest level of fees that are quickly recoverable through direct savings in costs and commissions – and this is before the significant gains achieved through improved investment returns and the comfort of better risk controls.
Investment advisory service comprises:
- an initial review process (which includes the strategic review, risk profiling, the determination of appropriate investment guidelines and objectives on the total fund as well as, the design of an investment structure and implementation);
- monitoring and control (including customised monthly reporting, AMps analysis, cost control and risk monitoring);
- the ongoing review of strategy, including the regular review of guidelines, performance and risk controls as well as holding meetings with beneficiaries, trustees and external managers all at a level appropriate to the client’s skill set and interest, and designed to be thought provoking and proactive so as to contribute to informed action and/or inaction.
Our investment advisory service is most effective when total assets exceed $10 million.