With this service, we employ a side-by-side approach to working collaboratively with clients on critical aspects of the portfolio management process. Operose delivers and implements solutions with consultation from clients that have complex needs, objectives or specific constraints. Services may include:

  • Investment Policy Review
  • Fee Analysis
  • Fund/Manager Due Diligence
  • Financial Planning/Balance Sheet Construction
  • Performance Reporting
  • Tax Efficiency Analysis

Relationships are long-term in nature and vary in scope and scale. Fees for non-discretionary services are asset or retainer based – which we believe properly aligns the interests of our clients and Operose.