| Investment Consulting Services
Connecting Michigan consulting approach is, first of all, educate our customers on the benefits of the establishment of a comprehensive investment plan, and then assist our clients to take the necessary steps to implement, maintain and further expand their investment plans and, where appropriate
Our investment philosophy is the main driving force behind the development of the welfare funds of the investment returns of its asset allocation structure. Higher rate of return on investment through increased access to higher welfare fund risk / return asset classes, but the risk can be reduced to establish a multi-faceted structure, and asset classes are not highly relevant to the other side. That is why the investment policy development and review of the relationship between the first step is for each consultation.
Part of Connecting Michigan the role of investment advisers is to assist the Board in the performance evaluation. Connection Performance Analysis of Connecting Michigan is not dependent on the rate of return of the investment manager report. In contrast, connecting Michigan to use the information provided by the Trustee of the Fund to calculate the monthly return for each investment account. The performance of each investment manager and each fund is continuously evaluated. Relative evaluation of each manager's specific targets and their peers in their particular asset classes. Fund, as a whole, is a measure of a custom index and connect Michigan's proprietary database of fund performance.
According to fund managers and the overall evaluation, connections, Mich., to make recommendations based on the needs of individual funds. Connect manager of Michigan's program is unmatched selection of industries. The lack of conflict of interest is the connection of Michigan so that we can assess the best manager’s only care about the attention of our customers. Our investment manager search group reviews of thousands of investment products, not only performance, but also for the management of turnover, investment philosophy and so on, the Group also met with each of hundreds of investment managers.
Connecting Michigan custody banks also carry out regular reviews of each Fund as part of our regulatory monitoring process. Connecting Michigan service to connect what sets us apart from the competition we have provided clear, thorough, independent and objective recommendations to our customers. We do not just sales and service for our reports, issued quarterly. Where we are meeting with clients to discuss any issues, which could provide our collective experience with other trust funds to provide new ideas and approaches to the consideration of the Board of Directors. That is why we are entrusted with the responsibility to accept the contract since the founding of the company. We provide advice, the fiduciary responsibility we accept, we are sitting on the same side of table as a trustee.
Connecting Michigan suggestions provided by our firm to increase the value of a positive and prove beneficial to our customers projects. Our position is that when an investment objective is to provide an appropriate asset allocation, disciplined review and a large number of managers involved in the Trustee of the Fund, the Fund will be able to meet or exceed the targets set. According to statistics, over 95% of clients plan to achieve their investment objectives, in the past 10 years.
Evidence, can provide long-term relationship with our relationship with our customers. Customers are satisfied with our views, so that our work in hand with them over the years for their investment plans. Prove that this is a series of referrals and references we have received from our customers this will help us become the largest trusted adviser, a common plan |