Offered as an ongoing risk management solution or as a one-time portfolio risk assessment.
•A Dynamic “Red Flag” surveillance process.
A full suitability evaluation and determination with delta analysis.
•Your personalized portfolio risk manager.
•Activity, positions, style drift and strategy are under constant review.
•Strictest levels of personal and data security.
•Immediate notification of any variance from investment objectives and risk profile.
•Fee based on assets under surveillance; billed quarterly, reset annually or one-time fee.
•The surveillance process is led and directed by David Tilkin.
•No more than a total of $50 million will be accepted for on-going risk assessment.