CRM's goal is to provide high quality integrated investment management services, historically available only to institutional organizations.

CRM's primary functions are:

  • Appropriately structure portfolio allocation using optimization and simulation tools and techniques
  • Objectively and continuously evaluate money manager performance and associated levels of risk to both relevant indices and peers
  • Access to domestic and international fixed income and equity institutional managerial expertise at favorable pricing and/or reduced thresholds
  • Evaluate and monitor alternative investments, inclusive of absolute return, hedge funds and private equity
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