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Institutional Consulting
City Securities Wealth Advisors has been offering institutional investment management services and consolidated performance reporting for over ten years. During this time it became increasingly apparent that local institutions had a need for an independent consultant that was capable of analyzing, monitoring, and consolidating multiple advisors, custodians, and managers to ensure proper fiduciary oversight and effective management at every level of the portfolio. We began offering these services in 2005 and have since developed an efficient, robust service model that can be fully customized to each client.
If you would like to learn more about either our hourly consulting during the process of gathering and reviewing RFPs or our full service ongoing fiduciary oversight please contact us here.
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