Advisors and investment committees face more challenges than ever. There is reputational risk, increased portfolio scrutiny, and a fiduciary standard to uphold regardless of changing regulations.
What’s more, there are thousands of investment options – liquid alternatives, smart beta, portable alpha, and exchange-traded notes (ETNs), to name a few. The choices grow every day and their complexity is increasing as well.
Today’s plans and advisors need an expert to interpret and apprise them of the latest investment vehicles and to determine which ones should be included in their portfolios.
Hiring Steinberger Consulting to oversee your investment management will:
- Ensure your portfolio has constant oversight from an exceptional CIO who can identify investment risks and capitalize on tactical opportunities
- Enable your firm or committee to focus on strategic portfolio issues (and entrust investment decision-making to an industry expert)
- Guarantee that a seasoned professional, who is accountable for your portfolio’s results, is handling its implementation and administration decisions in a timely manner
- Add stability to your investment management process in a cost-effective way
To learn more or schedule a meeting, contact Lane at (404) 277-8601.