Consulting Process

Phase 3: Implement

The Implementation phase is vitally important to the successful execution of prudent fund management. In this phase, the consultant works with the client to implement the decisions made during the Design phase of the consulting process. Our resources in manager research are brought to bear to identify skilled investment managers that fit the requirements of the client. We also utilize our experience in identifying other appropriate vendors, such as corporate co-trustees, commission recapture brokers, transition managers and others.

Of course, successful implementation does not end with the selection of an investment manager. We use our strong market position to negotiate favorable fee arrangements and appropriate contract language. We work with the new manager and the custodian to minimize any transition costs associated with changes in investment managers. Finally, our professionals amend manager guidelines as appropriate to reflect the changed nature of the portfolio.