Comprehensive Investment Management
Elevation can work with you to develop a plan to manage your investments.
Understand your goals and needs
Draft an Investment Policy Statement (IPS)
Develop an Asset Allocation plan
Pick managers and funds
Prepare quarterly portfolio reporting
Framework to review performance results
Provide on-going education
You may have some of the bases covered – not to worry. You can still work with Elevation on any of the services described above on an a la carte basis.
Retirement Plan Services
Saving for the future can be greatly enhanced by having a well thought out retirement plan. Whether you are a business with employees or a sole proprietor, lets set up a retirement plan that helps you achieve your goals.
Plan Comparison Options
Review Fee analysis
Plan Implementation
Investment Policy Development
On-going plan reporting / Investment Committee reporting
Employee education and one-on-one meetings
Depending on your needs, Elevation can assist you as an ERISA 3(21) or 3(38) Fiduciary.
Investment Consulting
Customized Portfolio Reporting
Asset Allocation Modeling (i.e Mean Variance Optimization or Monte Carlo)
Endowment Unitization Calculation and Review
RFP development and implementation
OCIO oversight and analysis
This is not an exhaustive list of all Investment Consulting Services that Elevation offers. Just ask and we will be happy to work with you on any projects that are on your plate.