To begin working with our team, we ask prospective clients to provide several key items and participate in preliminary discussions. These steps are essential for us to gain a clear understanding of the project and to tailor our approach to the specific needs of each site.

We will prepare a proposal and review the RFP that covers topics such as:

Recommended process for working with your investment committee (i.e., development of investment strategy, frequency of meetings, reporting).

Recommended investment strategy (i.e., how to help maximize risk adjusted returns in today's market while maintaining sufficient cash to cover the scope of the work).

Our services and fee quote We then ask for an interview with the investment committee/steering committee to review the RFP, determine fit and set expectations.