Following the meeting, we will analyze your portfolio in light of your organization’s requirements. We will assess current risk and return, and provide a menu of alternative asset allocations. For each alternative, we will illustrate the range of likely results based on the characteristics of the constituent investments and your organization’s projected cash flows. This approach enables your organization to make an informed decision about asset allocation.

We use tested techniques in performing our analysis. We will meet with your organization again to review the alternatives and their implications. We will also review the options available for holding your organization’s assets (providing custody services).