Legacy Investment Benchmarking and Oversight

Many private investors have legacy investments or are still fully engaged in an operating business and want to gain a fresh perspective from another investment partner. In these cases, we review existing allocations, external funds, and direct investments within the context of your objectives as well as risk management. With your input, we construct a balanced portfolio that complements your existing holdings as well as your overall legacy goals. 

Case Study – Private Investor Seeking Increased Global Equity Exposure

Private investors looking to increase their family’s allocation to global equities approached Regis to construct a diversified portfolio of active managers with exposure to domestic and international equities. Regis met with the investors to understand their risk tolerance, liquidity needs, and investment time horizon. First we codified their objectives into a customized investment policy statement. Then we evaluated a broad universe of managers across a variety of quantitative and qualitative factors to identify a group that would produce the most attractive risk-adjusted returns. Since deploying capital into their portfolio, we have performed ongoing manager monitoring and due diligence to help ensure each investment still meets the strict criteria established when the initial investment was made.