Investment Consulting
Consulting Process
The key success factor for an investment consultant is having the knowledge, experience, and research capability to establish the proper asset allocation for the fund. Our firm has provided that capability since its inception and the result has been that our clients have regularly exceeded their benchmarks with less risk than many of their peers who use less experienced consultants.
What sets us apart
We use one of the industry’s leading consulting tools from Morningstar to research the best managers for your specific asset allocation. In addition, we meet with each of these managers to understand their investment process and to make sure they are the right fit for that allocation. Since we establish relationships with our managers, we are able to easily communicate with them on a regular basis. This has led managers to contact us in advance of any significant news so that we can adjust the allocation or, in some cases, replace the manager.
Furthermore, Mitchell, Vaught & Taylor, Inc. provides easy to understand reports that provide an at-a-glance look at the fund's status. Many of our clients appreciate our executive summary – but that’s no surprise – our clients helped us to design it.