Investment Management

Investment Policy Creation: For a typical portfolio of equities, bonds and alternative assets, we review appropriate investment products and portfolio managers that fit individual, family or institutional goals. Typically this starts with the creation of an Investment Policy Statement “IPS”

Portfolio Construction:  Once an IPS is created, the target asset mix is filled with appropriate funds, investment products or portfolio managers that are the best fit for the asset group.  For example, one portfolio manager may be the best in picking international stocks.  CTA Financial will assist individuals choose best in class products, portfolio managers or products that fit the strategy.

Execution and Monitoring:  For portfolios under $5 million, CTA Financial will act as an investment consultant for individuals using self directed brokerage accounts.  For portfolios over $5 million, we will monitor and manager outside asset managers and rebalance portfolios over time.

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Read more about why to hire a CFA here.