At Evermay, we realize the needs and requirements of institutions vary from those of individuals and families. We have the ability to service the complex needs of both corporate and non-profit institutional clients. We understand these entities have their own distinct investment mandates and goals, each requiring a customized asset allocation strategy.
In order to create an optimal plan, we employ a rigorous due diligence process, gathering critical data from company officers on return expectations, risk tolerance, liquidity needs and any special investment requirements. With these and other inputs we begin portfolio construction, with the goal of achieving consistent returns and reducing volatility.
We accomplish this in a number of innovative ways. Before we begin investing, we work with our institutional clients to develop an appropriate investment policy statement. We provide access to alternative investments, including hedge funds, private equity, long-short managers and managed futures. These investments, when used as a complement to traditional portfolios, can lower overall volatility and improve stability. We also employ an open architecture platform that allows us to continually screen and select only the best managers. In addition, we provide ongoing, customizable reporting.
Regardless of complexity, we address our institutional clients’ needs with singular focus and attention.
Print PDF