| Asset Allocation |
Given the leading role that asset allocation plays in determining investment returns, we concentrate on advising you in the asset allocation decision and selecting specific investments. The Investment Strategy Group, comprised of portfolio managers and senior executives, monitors economic, market and investment performance, and suggests tactical moves to potentially enhance returns or reduce risk. |
| Portfolio Analysis and Design |
Your portfolio manager will work with you to identify specific requirements of the portfolio, including limitations of the governing document, asset class or geographical boundaries, and risk and time parameters. Investment performance and compliance with these requirements will be reported regularly and reviewed with you at your convenience. |
| Investment Classes |
As an independent wealth manager, NexTier is not bound by proprietary investment products, enabling your portfolio manager to freely utilize a variety of investment vehicles. These may include individual stocks and bonds, mutual funds, separately managed accounts, international investments, and alternative investments. |
| Investment Selection |
NexTier’s exclusive and highly objective investment selection process seeks to find the best investments and managers across the globe. We consider both qualitative and quantitative factors and our proprietary screening process ensures that recommended investments continue to perform up to our highest standards. |
| Consultant Coordination |
NexTier will provide additional analysis and reporting, as needed, for institutional clients retaining third-party consultants for investment performance review. |
