InterOcean provides consulting and asset management services to Corporations, Trusts, Charitable Organizations, Endowments, Foundations and Family Offices.
Portfolio Analysis & IPS Review >
Monitoring & Consolidated Reporting >
Identify Goals and Objectives
Our team will review the organization’s investment objectives, risk tolerance, spending policies, and other relevant information, including the current Investment Policy Statement “IPS”.
A comprehensive Portfolio Analysis will provide expected returns and risk for current and prospective asset mixes in the context of global economic conditions, economic risks, and opportunities.
If necessary, we can build a long-term financial model for family offices and charitable organizations. For charitable organizations we utilize a proprietary model that allows the organization to toggle investment returns, spending, fundraising, grant levels, and operating expenses to help with strategic planning. The model includes simulations for selected variables to isolate decisions that will have the highest impact on the organization’s ability to achieve its objectives.
We will assist with asset allocation and manager selection. Investment strategies may be provided entirely by third parties, or include InterOcean’s portfolios, eliminating a layer of fees. Click here