With SACS we provide comprehensive independent strategic investment counsel. SACS is designed for clients with large, complex portfolios and/or investment needs. The service is meant to help clients set and meet financial and investment objectives by offering advice and assistance in the following areas: Analysis and evaluation of private equity and other direct investment opportunities.
It is a well-known fact that families with investable assets of $50 million and more are multi-banked and multi-advised, with no less than five different wealth management relationships. These families are least likely to give full discretionary powers to any one single manager and they make increasingly dynamic decisions. That’s where we come in by providing:
- Portfolio analysis and asset allocation.
- Manager evaluation and selection.
- Ongoing monitoring and reporting of the portfolio, investments and managers, and other financial service providers.
- The scope of work and the compensation for SACS will depend the specific nature of the mandate.
