Manager Selection

Harding & Company and Dynasty Financial Partners have carefully selected several of the leading institutional research firms to provide asset allocation advice and manager due diligence and monitoring. Callan Associates provides advice primarily on long-only managers. We provides advice primarily on hedge fund managers.

Manager Profile

Data Collection – quantitative and qualitative

Quantitative Screening

Sifting of managers based on quantitative information such as volatility, correlations, AUM, performance

Quantitative Assessment

Manager meetings to assess investment process, personnel, organizational stability

Manager Search Committee

The Manager Search Committee oversee process to ensure appropriate manager selection

Final Interview

Formal written document is prepared detailing overall evaluation

Recommended Manager & Monitoring

Managers are approved and available for investment. Once Implemented, the systematic monitoring process begins.

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We work with people who are seeking in-depth financial planning and independent investment advice so that they have the confidence and knowledge they need to navigate the complexities that wealth management brings. Our clients range from executives and professionals, small-business owners and entrepreneurs to corporations and fund managers.