CRITICAL ELEMENTS OF OUR SEPARATELY MANAGED ACCOUNTS
Customization
Individually tailored to meet an investor’s specific needs.
Risk management
Robust fiduciary culture and rigorous credit analysis.
Streamlined launch
Strong structure, thorough implementation, and documentation.
Adaptability
Realigning, as needed, to changing interest rate and credit environments.
DEDICATED CLIENT TEAM
⬛ Client Advisor
Responsible for understanding goals and objectives in order to provide strategic advice on investment allocation and portfolio structure.
⬛ Client Account Manager
Responsible for executing onboarding, interfacing with third parties, managing operational aspects, and working in conjunction with the Internal Client Advisors on all account-related matters.
⬛ Portfolio Manager
Responsible for day to day portfolio management. Employs robust risk management and rigorous credit analysis to manage and invest in securities.
⬛ Investment Specialist
Facilitates connectivity between you and portfolio managers and serves as a specialized source of product strategy, investment process, and market knowledge.
SEPARATE ACCOUNT REPORTING PARTNER: CLEARWATER ANALYTICS
Clearwater Analytics offers a web-based, fully integrated investment accounting and performance reporting system specifically designed to address the regulatory and reporting needs of corporations.
Clearwater’s large market presence in the corporate operating fund market will benefit our clients, assisting them with addressing the ever changing regulatory environment.