Private Investors
We combine financial planning with asset management services to control investment risks and generate reliable investment returns.
PRIVATEInstitutional Asset Management
Portanus Consulting construct portfolios that are intended to produce a strong risk-adjusted return over a full market cycle. Our team manages portfolios in a disciplined manner to reflect a client’s unique circumstances.
Our specialists work closely with executive committees as together we execute targeted financial strategies that seek to develop a competitive edge in the ever changing business environment.
Comprehensive Review
We use a robust suite of financial tools and models to gather and analyze an institution’s investment goals, risk tolerance and present and future spending needs. This analysis is used to establish a detailed investment strategy.
Strategy Implementation
A customized investment strategy designed to compound portfolio assets over full market cycles is implemented for each client. Depending on a client’s specific investment goals, the portfolio may be allocated to separately managed accounts, limited partnerships, mutual funds and/or exchange-traded funds. With the client’s approval, both internal and external investment strategies may be utilized to execute portfolio strategy.
Risk Management
We are mainly focused on measuring investment and liquidity risks using quantitative tools and qualitative judgment portfolio levels. Continual review and assessment of investment strategies and portfolio management techniques is vital to maximizing our clients’ goals.
