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HighlandCapitalFinancialConsulting.com © 2006 • |
Separate Accounts Welcome to A New Era in Investments Through our partner, Curian Capital, LLC we are changing the way America invests by delivering benefits to mainstream investors that were once reserved for the wealthiest individuals and institutions. |
• Identify best-in-class institutional money manages specifically suited for your investment platform • Target managers with performance that has potential to be consistent, repeatable, and sustainable |
Within the Universe of money managers and investment products there are over; 1500 money managers & 4000 products |
4 levels of Investment Management Oversight |
World-Class independent investment consulting firm founded in 1968 Manages over 350 billion Long-term track record of success |
• Asset Allocation • Model Manager Allocation • Manager Review and diligence • Investment structure review • Manager performance attribution and ongoing quality assessment |
• Portfolio construction and customization • Asset Allocation adjustments • Periodic manager visits • Model Performance analysis • Monitor and adjust portfolios • Regular Rebalancing as needed to maintain appropriate asset allocation |
• Assess your goals to select specific allocations and models • Monitors your objectives and needs to keep your portfolio on tract |
• One portfolio with multiple styles and multiple managers • Ongoing management of portfolio in line with your objectives • One convenient statement with one performance report |
• American International Group (AIG) • City of Philadelphia Retirement • Honeywell, Inc. • Ryder Systems, Inc. • State of Connecticut • Nestle • Brinks |