INVESTMENT MANAGEMENT SERVICES

INVESTMENT MANAGEMENT

SERVICES

Investment Management Services

 

CUSTOM PORTFOLIO MANAGEMENT SERVICES

 

CUSTOM SERVICES

  • Fully understand client needs, goals and sensitivities
  • Design a custom, diversified portfolio aligned with our clients’ needs and objectives
  • Process-oriented approach to investment management
  • Regularly monitor and refine holdings based on economic climate, our analysis and unique perspective
  • Communicate appropriately with clients to ensure transparency and collaboration
 

TARGET CLIENTS

  • Family Offices, Registered Investment Advisers or Independent Broker Dealers in search of guidance and support with their investment management processes in a context of regulatory pressure and market uncertainty
 

OUTOURCED CIO (OCIO) SERVICE

 

OCIO SERVICE

  • Develop and maintain Investment Policy Statement
  • Document investment decisions for regulatory inquiries
  • Act as due diligence manager in selection of approved funds and managers
  • Make daily Portfolio Management decisions
  • Develop content
  • Execute trades
  • Develop new ideas for portfolio management
  • Monitor Portfolio
  • Toroso’s approach is product, platform and issuer agnostic to seek that clients' portfolios use best in class products and managers.
 

TARGET CLIENTS

  • Registered investment advisers, financial advisers at Wire Houses, Independent Broker Dealers or Family Offices in search of guidance and support with their investment management processes in a context of regulatory pressure and market uncertainty