Our Process - Report, Rebalance, Recommend “We provide in-depth performance reporting, rebalance our client`s portfolios and develop recommendations based on changing client objectives.” Portfolio Performance Reporting Measure growth from both an absolute and relative perspective. Measure relative portfolio risk and return objectives resulting from policy decisions. Quantify the value added by money managers relative to alternatives. Portfolio Rebalancing Each portfolio is rebalanced regularly to assure that the mix of asset classes defined to achieve objectives is constantly in place. Constantly “rehire” the money managers – monitoring their philosophy, process, people and performance. Portfolio Recommendations Develop recommendations relative to any change in our client`s investment policy, portfolio objectives, risk tolerance, preferences or constraints.