Distinctives

Annual fees based on complexity and asset values
Client led rather than asset led approach
Highly personal, not institutional relationship
‘Best of Breed’ collaborations
Looking to next generation not next quarter
Orientation toward socially responsible, environmentally sensitive & economically sound investing
‘Open architecture’ investment management selection
Easy overlay to existing manager relationships
Risk management orientation
Unique relationship with CTC Consulting provides an 'extra step' in the selection and due diligence of investment managers and products for LTS clients