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