EVERY STEP IN OUR RIGOROUS PROCESS IS DESIGNED TO CREATE ROBUST PROGRAMS THAT MEET THE NEEDS OF LARGE, COMPLEX INVESTMENTS.
Investment Analytics Inc. will work to create an in-depth Investment Policy that suits your individual and organizational needs. Using sophisticated asset allocation modeling techniques, combined with probability analysis, an allocation is defined which aims for the highest probable outcome with the least amount of risk. Once the Investment Policy and allocation has been established, we assist clients in designing the investment program and lead the eventual allocation of assets.
Our firm continuously monitors all elements of the investment program and reports to our clients at least quarterly. We are in continuous contact with sub-advisors to ensure full compliance with the Investment Policy.