Investment Operations Offering
Services:
Investment Committee Meetings:
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Scheduling and meeting preparation, including analysis for tax-loss harvesting and capital gains assessments at the strategy level
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Meeting notes and documentation
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Capturing decisions and trade instructions
Trade Execution:​
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Bulk / block trading for discretionary accounts
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Individual account trades on an ad hoc basis
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Executing systematic deposits and withdrawals
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Managing Dollar Cost Averaging for deposits >$50,000
Account Maintenance, Including:
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Raising cash for fees or withdrawals
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Cure cash out of tolerance
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Cure accounts drifted out of risk tolerance
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Review and report (or cure) accounts with no/low trading
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Review and report (or cure) accounts with zero balance
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Review and report (or cure) accounts with high fee