CRM’s goal is to exceed client’s expectations achieving superior risk adjusted returns and providing investment management services, historically available only to institutional investors.
CRM's primary functions are:
- Customize investment strategy to each investor’s risk profile, time frame, liquidity needs and objectives
- Develop and structure portfolio allocation using optimization and simulation techniques
- Evaluate continuously money manager performance and associated levels of risk to relevant objectives, indices and peers
- Continuously evaluate and monitor alternative investments, inclusive of absolute return, hedge funds and private equity
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