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We place a considerable amount of emphasis on adding value to our clients’ portfolios through the use of low cost investment vehicles. By the same token, we believe that the process of selecting and monitoring suitable investment vehicles is equally important to our ability to add value to the overall performance of our clients’ accounts. Our process is consistently applied to all manager research, leveraging our internal resources and seeking external support to provide suitable mutual fund and third party investments for all of our investment solutions.
We have augmented our due diligence process by contracting with a third party investment research firm, FDx Advisors (formerly Sungard Advisor Technologies), to assist in our efforts to further refine our due diligence capabilities. Our alliance with FDx Advisors allows for additional research resources and aggregated scale, enhancing our ability to access quality money managers for our overlay program at a low cost. Our manager due diligence process is independent, objective, and resourceful with one main objective: to identify low cost managers that not only have an attractive track record, but identify managers that are likely to repeat their success.
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Performance consistency in a variety of market conditions