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PROCESS

BilkeyKatz believes that building and maintaining a well-managed, long-term investment program requires a:

  • Proactive process.

  • Full understanding of the various risks that investment portfolios face at various points in time.

  • Disciplined approach to evaluating and managing the program.

  • Continuity in decision making.

  • Consistent framework for effective decision making.

 

The end result is a clearly defined investment program that outlines appropriate risks and rewards and establishes the framework for making consistent and sound future decisions.

We apply what we have learned over our careers to help organizations through careful evaluation of their goals and circumstances before outlining a course of action. Using detailed research and analysis, we develop a long-term investment program and meet with our clients to explain our thinking. We have access to, and take full advantage of, widely accepted institutional databases, research platforms, allocation software, and market data.

Our role is to provide objective and unbiased guidance. We do not manage assets or take direction of our client assets, and since our only source of revenue comes from our fees, our clients can trust the oversight that we bring.