For over twenty five years, GAVION’s institutional team has provided the fiduciaries and staff of institutional investment funds with professional advice, guidance and execution that ensures compliance with fiduciary obligations, supports investment performance and manages overall portfolio risk. For GAVION clients, this experience means…
A DEDICATED INVESTMENT STAFF
At GAVION, we know your needs do not simply occur at quarter end; therefore, our consulting philosophy is to serve as an “extension of your staff” to help with both immediate portfolio matters, as well as the longer-term management of your investment program.
STRATEGIC PORTFOLIO CONSTRUCTION & TACTICAL GUIDANCE
GAVION recommends establishing a strategic asset allocation policy to govern the long-term components and characteristics that comprise an institutional investment portfolio. We also believe tactical decision making is an essential component of strategic portfolio management; thus, GAVION consultants offer additional tactical guidance that recognizes the changing nature of clients and capital markets.
INVESTMENT MANAGER ACCESS & INSIGHT
GAVION professionals meet with hundreds of traditional and alternative money managers annually and possess the experience and ability to recognize new talent for their clients.
Clients look to GAVION for information, not data. Through links established with a number of custodial banks and innovative reporting software, we maintain the ability to deliver performance reporting in the format and timeframe our clients require.
Our years of experience have taught us that client needs sometimes extend beyond portfolio consulting. At GAVION, we are comfortable in different roles, such as serving as a resource to other service professionals (e.g. auditors, actuaries), conducting educational seminars for trustees or joining our clients as panelists at conferences.