Services We Provide at Top Tier Managers

Below is a list of the core services provided by Top Tier Managers. We are a small independent investment consulting firm that charges our client a fee for our service. This arrangement allows us to act 100% in our client’s best interest.

To learn more about any of our services contact us either by email or direct phone call

Manager Search & Portfolio Optimization

• Pre researched managers – of the thousands of money managers located throughout the world, this is a short list of managers that we have already identified to be the most skillful, “top tier” managers.
• Customized search – we perform thorough in-depth manager searches to find the best managers possible for our clients. We have no constraints and will find the best. Period.
• Alternative assets – we specialize in finding specialized, unique, alternative investment options. These options, when added, can often times enhance a clients total portfolio performance and diversification.
• Portfolio optimization & asset allocation. This is process whereby we first determine what type of portfolio would best suit our client. We then use institutional quality investment tools to create a portfolio to best fit this need.

Portfolio Evaluation:

• We will analyze a client’s current portfolio of managers and offer an unbiased opinion.
• Are there other asset classes or managers that our client should consider? Are the managers that are currently being used the best possible? We offer advice and analytics about these concerns.

Ongoing Portfolio Performance Reporting

• We create a full performance report every quarter and then meet with our client to review each manager that they have hired.
• We also continue to research and visit periodically with each manager that our clients are invested with. If we determine that there are any material concerns we inform our client.

To learn more about any of our services contact us either by email or direct phone call.