As a licensed investment advisory firm advising on nearly $3 billion in assets, Vogel Consulting offers access to traditional as well as hard-to-obtain alternative asset classes. Through a disciplined investment program, we work with you to determine your cash needs, risk tolerance and personal objectives to develop a customized strategic and tactical asset allocation. We monitor and objectively report on your managers and their performance against benchmarks on a monthly or quarterly basis.
Services
- Analyze current asset allocation and holdings
- Review performance of current managers against peers
- Prepare written investment plan with objectives
- Develop a written strategic and tactical asset-allocation plan
- Perform risk assessment and written investment policy statement
- Develop strategies for concentrated holding or legacy assets
- Integrate family estate structures with investment holdings
- Select separate account managers, funds or products
- Negotiate custodial fees and manager fees
- Coordinate transition aspects of investment accounts
- Implement commission recapture program when appropriate
- Actively coordinate tax-loss-selling program
- Provide access to alternative investments, hedge, real estate, private equity, direct investments
- Perform quarterly portfolio and manager performance reviews
- Provide consolidated investment reporting with benchmarks
For a complete listing of our service deliverables, click here.