Investment selection & monitoring
As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your company and your employees. Our investment process includes:
Investment Policy Statement – We assist you in developing an Investment Policy Statement that sets guidelines for making investment decisions.
Investment Selection – It’s important to construct a well-balanced lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process.
Continual Monitoring – We conduct periodic investment reviews to ensure you always have the best investments at the lowest cost.
The Infinitas Difference
- Institutional share classes
- Open architecture
- Constant monitoring
- Independent advice
- Model portfolios at no extra cost
- Fee and provider benchmarking