Creating Clarity from Complexity
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