BERYL CIO

BERYL CIO is our comprehensive offering.  The program includes Manager Search, Due Diligence, Portfolio Construction and Ongoing Portfolio Rebalancing & Monitoring. 

INVESTMENT PHILOSOPHY:

     - We embrace a global perspective and strict discipline in investing.

     - We believe portfolios need to be pro-actively managed in a systematic manner.

     - We believe one needs to pay utmost attention to business cycles in strategy selection.

     - We pursue "drill-down" due diligence and avoid the "herd/heard" mentality.

     - We believe funds are most effective at a certain asset size level.

     - We believe monitoring post-allocation is of equal importance as pre-allocation.

 Click here to learn more about BERYL CIO.

 For more information about the program, please contact Michael Assante.