By virtue of our consultative and multifaceted approach to servicing our client base, we also function in an advisory role in the following ways:

		Advisory services are the primary function and focus of our Institutional Client Services team. This process begins by analyzing and understanding client objectives. We can establish or review (if guidelines exist) acceptable ranges, targets and benchmarks in the signed Investment Policy Guidelines. After gaining a thorough understanding of needs and objectives, we match investment options accordingly. Rebalancing is essential for continued compliance within the set targets.
		Our work as an Advisor continues with our dedicated Asset Allocation Committee. The Committee determines target levels within the ranges of asset and sub-asset classes based on our current tactical outlook of interest rates, economic cycles, leading indicators and other economic and financial factors. Click here to learn more about our Asset Allocation Process, which is both Strategic and Tactical.
		Another facet of our role as Advisor is our flexible architecture approach. We recognize that clients may need access to asset classes that are beyond our areas of core competency. As such, we have developed close working relationships with selected investment management firms whose styles complement ours and enable us to offer our clients a wide range of solutions dependent upon their needs. We remain the primary client advisor and provide performance reporting and updates on each of the managers involved.