RGI offers clients bespoke investment advisory services dedicated to the protection and growth of their wealth for current and future generations. Our advisory role typically spans multiple asset classes and portfolios in an effort to ensure a family’s overall wealth is deployed as efficiently as possible.
Our fees are paid by our clients – we do not accept any referral fees from underlying investments. Any rebates or discounts we negotiate are for our clients’ account.
Our services typically include:
Designing the investment strategy
Identifying the family’s needs and financial objectives
Advising on asset allocation strategy
Drafting and advising on an investment policy statement
Implementing the investment strategy
Review of overall investment structures and supporting documentation
Tactical asset allocation advice
Performing manager searches, facilitating and attending interviews with related fund managers
Reviewing investment proposals
Negotiating terms with investment service providers
Performance review and portfolio monitoring
Quarterly performance review against benchmarks at level of both the overall portfolio and any underlying discretionary mandates and/or other funds
Quantitative, risk-driven process culminating in an independent, unbiased quarterly report
On-going risk monitoring individually and in aggregate at both the overall portfolio level and level of the underlying discretionary mandates and other funds
Independent risk assessment as required
Quarterly consolidated asset statement and tailored performance reporting
We also are frequently engaged to review specific private equity or real estate opportunities on a case-by-case basis.
we can also arrange the purchase and care for all forms of aircraft, yacht and other unusual purchases.
Our team is well equipped to handle these requests and can review opportunities on a stand-alone basis.