FEG/Managed Portfolios provides consistent, daily monitoring to ensure the success of your investment strategy.
Daily Portfolio Monitoring
Advanced technology systems enable clients to access their portfolio on a daily basis.
Client confidentiality is protected to the utmost capacity.
Active Rebalancing
FEG/Managed Portfolios assumes responsibility for identifying opportunities to add value and reduce risk.
A dedicated FEG team oversees the rebalancing of each client’s account.
Performance Reporting
We provide quarterly reports that measure investment risk and return against the established investment strategy and policy.
Reports are available electronically or as hard copies.
Investment Manager Due Diligence
FEG/Managed Portfolios uses quantitative and qualitative screening to analyze existing investments managers’ investment style and consistency.
Regular conference calls and interviews facilitate performance reviews, evaluating key security and sector selection criteria within present market conditions.
We utilize a disciplined research process in our continuous search for world class investment managers.