Services
Reporting
- Multi-custodian consolidated reports
- Provide a clear picture of exposures and returns
- Consistent classification of all holdings on the basis of risk-return
- Complete flexibility to “slice and dice” portfolio of the individual holding level
Asset Allocation
- The building block of a coherent investment strategy
- Determines the risk-return profile of the portfolio as a whole
- In our view, the key driver of long-term returns
- Tailor-made using the tools of the asset management industry
Oversight
- Periodic monitoring of the client’s portfolio
- Review of third-party investment proposals
- Addresses over selling by banks and helps portfolios to be aligned with agreed asset allocation
- We are typically the only ones with access to your entire portfolio
Fund Selection
- Independent evaluation of funds and managers
- Manager selection not restricted by distribution agreements with any managers or bank
- “Open” architecture with no fee-sharing agreements with any managers or bank
Tactical Investing
- Opportunistic investments with a shorter-term horizon
- We have access to the research of several of the world’s largest investment banks (2017, as ranked by Statista)
- Not restricted by a “house” view that may be different from our own
Pricing Advisory
- Review of banks’ current charges and analysis of fees
- Inconsistencies between firms can deliver substantial savings
- Competitive bidding between banks we believe may help drive down fees
- Transparent fee-negotiation process with custodians
We have an ‘open architecture’ business model that aims to maximize the number of investment products that are available to our clients. We do not receive compensation from any custodian or investment manager, with the aim of eliminating financial incentives to recommend the products of any particular firm. FitzRoy Investment Advisors LLC is an SEC-registered firm and offers investment advisory services to US persons.