Reye Partners Asset Management, LLC effectively becomes an outsourced Chief Investment Officer (CIO) for our clients, both the individual and the family. It begins with our client-focused process and is continuously refined with ongoing monitoring and oversight.
Our client-focused process entails the following:
Assessment of goals, preferences, and constraints
Analysis of overall asset/liability situation
Projection of cash flow and liquidity needs
Discussion of return expectations and risk/volatility tolerances
Formulation of realistic investment objectives
Evaluation of tax considerations (reviewed with estate planning/tax advisors)
Enhanced communication and timely reporting
Our goal is to develop a comprehensive understanding of your investment objectives and requirements.
We collaborate with you closely to incorporate your specific goals and guidelines into a detailed investment policy statement that includes appropriate asset allocation constraints to ensure sound decision-making.
Reye Partners Asset Management, LLC serves as your outsourced Chief Investment Officer, taking discretion over investment decisions.
We effectively free you from the day-to-day and technical aspects of managing your investments.
Monitoring and Oversight
NAVIGATING AN EVER-CHANGING LANDSCAPE
The investment process does not end with fund selection. We continue to monitor and provide oversight by:
Conducting continuous due diligence
Confirming the original risk/return parameters
Monitoring individual and composite risk exposures through necessary transparency
Evaluating the portfolio structure and allocations relative to the evolving and changing markets
Incorporating regular client involvement and communication
