Investment Selection

Our proprietary Scorecard System provides a proven process to monitor and evaluate fund managers and investment strategies. The Scorecard System was created as a way to score funds based on multiple criteria commonly used today by institutional investors and money managers. The result is a straight forward 10-point numerical scoring system that can be used to monitor funds and/or managers.

The Scorecard System Objectives:
  • Identify skillful managers
  • Enhance investment opportunities
  • Manage and control risk
  • Identify exposure to fiduciary liability


Click here for a pdf on our process for Investment Selection

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