Schedule a complimentary consultation
Is your investment manager doing good job? Anodos helps answer this question. We conduct independent manager audits which investigate the five key elements of the investment process. We conduct these audits for individuals, trustees, pension plan fiduciaries and foundation board members. What makes us unique is this is all we do. We don’t manage money, sell insurance or accept referral fees. We don’t have a horse in the race.
Set up a complimentary call to answer the following:
- Is the portfolio design consistent with your investment objectives and principles?
- Was the risk that was taken appropriate given the return that the manager captured?
- Are there any redundancies, concentration or gaps in the strategies and holdings within the portfolio?
- Was the fee charged by the investment manager and the underlying products or sub managers appropriate given the size of the portfolio?
- Are there any risks associated with the investment platform or advisory team that are being relied upon?