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Portfolio Management ECONOMIC ANALYSIS Achieving the best returns means buying assets when they are cheap while having a clear sell strategy in mind. We begin with "top-down" capital market research, identifying what we believe are the most attractive market sectors by carefully studying the valuation, cash flow growth, and management factors that drive investment returns. MANAGER SELECTION When choosing asset managers, we look beyond historical returns. There is no substitute for an in-depth interview to evaluate a manager's abilities. We've developed a sophisticated method of combing interview results with quantitative analysis to evaluate the potential of new managers, allowing us to separate skill from luck. PORTFOLIO CONSTRUCTION We believe our proprietary research leads to more accurate forecasting of each manager's return, risk, and correlation - a calculation that explains how each manager "fits" with other managers when managing a single portfolio and allows us to select the most appropriate managers for a given multi-manager portfolio. MONITORING AND REPORTING Excelcia Financial Group provides periodic reports detailing the progress of our clients' investment accounts. In addition to regular monthly or quarterly custodial statements, we provide our clients with quarterly valuation reports and performance reviews, and year-end tax summaries to assist in ongoing planning. |