Consulting Process

Phase 4: Evaluate

The Evaluation phase is an ongoing process in which Wurts & Associates reviews the market environment, analyzes the portfolio and assesses the various risks within the fund. Our firm's research and educational resources are also made available to the client in our continuing effort to increase the awareness of critical fund management issues.

Wurts & Associates' proprietary portfolio evaluation system is linked to a daily reconciliation platform with leading custodial banks. This enables our professionals and clients to have the most timely and accurate information possible.

Ongoing evaluation naturally leads back to the Assessment phase of the consulting process. At Wurts & Associates, we believe successful fund sponsors are continuously seeking improvement against a backdrop of ever-changing circumstances. Therefore, it is critically important that the consultant be prepared to appropriately revisit previous investment decisions.