Your needs come first. We strive to foster long-term relationships. We bring decades of independent investment experience and devote time and care to your unique situation.
Investment Management Services Include:
The advancing science of capital markets provides the investor with an increased recognition of the risks in the markets. As Registered Representatives and Investment Adviser Representatives of Commonwealth, our investment consultants respond by continually crafting our independent investment services and asset strategies that identify, quantify, and mitigate the risks inherent to our portfolio management activities for both institutional and individual clients.
For our institutional investors we offer either a complete fee-based portfolio management relationship or a consultative transactional relationship. In either situation, we work with you to craft a strategy within a clearly defined set of portfolio return goals and comparative index approaches.
Institutional fixed income investing is a specialty niche unto itself. Regulatory restrictions often set the parameters of what is and is not permissible for a portfolio manager. In addition, investment portfolio policies play a critical role in the determination of the market risk, credit risk, and concentration of capital risks that the portfolio and its manager can assume. Frequently a portfolio may be managed against an index that only marginally applies to it, with only a few shared features between the two. The investment management services we offer through Commonwealth aim to help you avoid many of these common pitfalls.