Our Process

Understanding your vision is our goal. By developing a formal, individualized Investment Policy Statements (IPS), we strive to design an investment path to compliment your expectations in style and objectives and consistently deliver your intended results.

We:

  • Develop forward-looking risk and return assumptions based on economic data and indicators.
  • Evaluate your objectives and risk tolerance to select an asset allocation that is appropriate.
  • Select the institutional managers, mutual funds or other appropriate investment products that satisfy the percentage that should be invested into each asset category designated by the asset allocation model*.
  • Monitor, proactively, each element of your program, observing and updating the capital market assumptions to provide current and relevant asset allocations.

*Asset allocation and diversification does not assure a profit or protect against loss in a declining market.

These services are provided through the Midland Trust Department.