Frank Ramey, LUTCF, CRPC

Investment Planning

Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:

We leverage the power of technology to drive our disciplined five-step investment process:

Investment Planning

    Step 1 – Advice and planning

    Step 2 – Portfolio modeling, analysis and design

    Step 3 – Investment policy statement (IPS) development planning


Implementation takes the IPS one step further by clearly defining the specific investments to be included in the portfolio and proposing how, when and where they should be incorporated. Our investment management platform offers:

    Step 4 – Implementation, manager search and selection

    Step 5 – Ongoing monitoring, due diligence and reporting*

*Available through our investment advisory programs.