Through its investment supervisory services, ITO assists investors in portfolio design, trade execution, investment allocation, collateral surveillance, portfolio monitoring and risk attribution. Through its investment supervisory services, ITO also helps investors design
performance measurement standards that consider the total return potential of various investment strategies.
The current regulatory environment confronts investment companies and RIAs with the need for sound investment strategies documented in a manner that balances total return objectives with regulatory and board-imposed risk constraints. ITO helps each investor target its allocation of surplus funds to various markets and investment vehicles.
Types of Advisory Services
ITO offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. ITO creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:
- Investment strategy
- Personal investment policy
- Asset allocation
- Asset selection
- Risk tolerance
- Regular portfolio monitoring