DISCOVERY

Our process begins with developing a clear understanding of your family’s circumstances, needs and objectives. We’ll create your profile, which will include your risk tolerance, your unique definition of wealth and your desired lifestyle. Your profile will also feature aspirations for yourself, your family, your community and broader philanthropic interests.

investment policy statement

A key component included in the discovery phase is the creation of an Investment Policy Statement (“IPS”)

The IPS distills the facts gleaned from the discovery process and defines the parameters for considering and selecting investment ideas. It becomes the constitution that governs the family’s plan for meeting its objectives.

solution development

A true Prime Quadrant solution will include selecting from a global collection of investment ideas, diversified across asset classes. This collection is a result of our robust analytical framework and due diligence process. These reveal the nature and interplay of risk and return and enable a higher probability of success in meeting the objectives as defined in the IPS.

The solutions we recommend integrate knowledge from key areas such as taxation, estate planning and global asset allocation, with an emphasis on alternative investments.

strategic deployment

Once a solution has been developed, there will be a number of moving parts that need to be dealt with. We consider it our responsibility to hold the client’s hand in dealing with any and all issues until a successful implementation has been achieved. This means that you have made your selections and allocations and have in place the means to monitor and manage the results. During the course of your solution, we may recommend strategic refinements within your portfolio in an effort to capitalize on imminent investment opportunities.

Management

Results management is a key aspect of our process. We’ll provide meaningful, concise reporting and analysis that will enable better decisions to help you achieve your long term objectives.

We’ll review your portfolio on an ongoing basis and evaluate possible adjustments. We will also address and integrate your changing priorities by re-entering the Discovery phase to ensure your needs are constantly being met.