CLASSES
Broad spectrum of different asset classes including fixed income and foreign and domestic equity funds, recognizing ranges of market capitalization and industry sectors.
SCREEN
Investments within each asset class that meet initial screening criteria are identified and reviewed for viability.
EVALUATE
Each portfolio and fund manager is evaluated against qualitative and quantitative methodologies.
SELECT
Investments that have demonstrated a discipline of performance history, style consistency, preservation and stewardship are selected.
MONITOR/REPLACE
Each is monitored and reviewed regularly, then replaced if their risk adjusted return falls out of the metrics that are detailed in the Investment Policy Statement.
Broad spectrum of different asset classes including fixed income and foreign and domestic equity funds, recognizing ranges of market capitalization and industry sectors.
SCREEN
Investments within each asset class that meet initial screening criteria are identified and reviewed for viability.
EVALUATE
Each portfolio and fund manager is evaluated against qualitative and quantitative methodologies.
SELECT
Investments that have demonstrated a discipline of performance history, style consistency, preservation and stewardship are selected.
MONITOR/REPLACE
Each is monitored and reviewed regularly, then replaced if their risk adjusted return falls out of the metrics that are detailed in the Investment Policy Statement.
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| Hollis Lamon Lamon & Stern Atlanta, Georgia |
Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411
