AndCo assists clients with a broad variety of other institutional asset pools. Among a large number of potential portfolios, we provide our clients valuable assistance and oversight with operating assets, insurance reserves, debt service reserves, and many other special purpose investment portfolios. Regardless of structure and ultimate use, we help clients construct and manage portfolio performance and risk factors to efficiently and effectively achieve their objectives.
• Investment Policy Development and Review
• Strategic Asset Allocation and Portfolio Structure
• Investment Manager/Strategy Identification, Evaluation, and Recommendation
• Customized Monthly, Quarterly, and Special Request Investment Reports
• Quarterly Economic Summary
• Board/Investment Committee Education
• Ongoing Investment Manager Due Diligence
• Professional Service Provider Evaluation – Custody, Transition, etc.
• Special Project Coordination and Execution