Investment-related Consulting Services – Third Day Capital Management

Investment ManagementInvestment-related Consulting Services

Managing investment portfolios and running various securities and investment firms gives us a unique, behind-the-scenes perspective on what makes a successful investment management firm.

Our trustee and foundation board clients rely on us to help them implement investment-related best practices, and complete critical projects as they shepherd the assets entrusted to their fiduciary care.

bt_bb_section_bottom_section_coverage_image

Investment Strategy
Formulation and Documentation

We help trustees and foundation boards draft Investment Policies and Strategies, including:

Quantifying investment objectives, including growth and income objectives.

Assessing emotional risk tolerances and setting acceptable risk and volatility limitations.

Identifying, evaluating, and selecting appropriate asset classes and investment vehicles.

Determining whether Environmental, Social, and Governance (ESG) factors should be incorporated into the investment strategy.

Setting strategic asset allocation targets and acceptable tactical variations from those targets.

Establishing investment constraints, whether they be asset classes or sub-classes, security types, sectors or industries, or specific companies.

Defining the benchmarks by which investment performance will be evaluated.

Documenting the Investment Strategy in a comprehensive Investment Policy Statement.

Investment Manager
Due Diligence

We perform objective investment manager due diligence for trustees and foundation boards, including:

The assessment of any investment managers inherited as part of a new fiduciary role or prior to accepting a new fiduciary role.

The periodic evaluation, monitoring, and when necessary, selection or replacement of investment managers.

Investment-related Best Practices, Policies,
Procedures Adoption, and Implementation

We facilitate independent trustees’ and foundation boards’ efforts to adopt and implement investment-related best practices, policies and procedures. We help law and accounting firms stand up internal trustee practices. We advise independent trustees, law offices and accounting firms about how to improve the investment-related aspects of their existing trust practice so they can operate more effectively, efficiently, and profitably scale their practice over time.

Please feel free to reach out and let us know your questions! Give us a call and we'd be happy to help.

https://third-day-capital.com/wp-content/uploads/2023/04/Triangle_Cutout_forweb_InvestmentRelated-12.png

Third Day CapitalHow to Contact Us?

7 AM - 3PM

(303) 979-9259

[email protected]

third-day-capital.com

OUR LOCATIONSWhere to find us?

4600 S Syracuse St 9th Floor, Denver, CO 80237

https://third-day-capital.com/wp-content/uploads/2023/03/TDC_GoogleMaps-320x214.jpg