Services for Institutional Clients

Independent due diligence review of all investment manager fees. Allow me to have the difficult conversation on your behalf.

Interview investment managers to discuss existing arrangements and to ensure that the fees payable are appropriate and conform to any best fee arrangements that are in place.

Ensure that fees charged are in line with other clients and the firm’s published ADV prices.

Explore alternative arrangements – performance fees vs standard fees, fees acknowledging longevity and client servicing requirements.

A review of your best fee clauses to ensure they are fair and being applied correctly.