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Continual review and analysis is necessary to preserve the construction of the portfolio. Systematic rebalancing, replacing of lagging money managers, and maintaining market diversification are all processes necessary as time passes and the portfolio shifts in composition.

Money managers must be evaluated continuously for performance measures, style adherence, personnel changes, corporate structures, and new abilities. As characteristics change, we must evaluate these managers and make appropriate recommendations on whether to continue to do business with them or find replacements.

Selecting relative benchmarks is applicable to money manager performance analysis when styles are "in" and "out" of favor. Developing representative benchmarks prevents hiring or firing money managers who may be temporarily in or out of favor. Each money manager is chosen for a specific strategy and must be evaluated relative to their style and composition to ensure proper performance comparison. Constant "flipping" of money managers and funds is detrimental to profits and inconsistent with our investment philosophy.

Qualitative analysis includes a thorough understanding of the strategy and integrity of the money managers; composure of the firm; adherence to audited reporting standards; depth and experience of investment team; organizational structure; client profiles; servicing capabilities; continuance of process and background information on principals. Few, if any, individual investors or branded financial institutions go to the extremes we do to maximize the opportunities for the success of your investments.

Quantitative searches based on statistical analysis enable us to discover superior style-specific money managers. Each money manager being considered is subjected to detailed analysis including performance consistency, risk-adjusted returns, turnover or tax implications, Sharpe ratio, correlation to benchmarks, peer analysis, style adherence and much more. This analysis is typically used to filter out money managers we choose not to retain, rather than to pinpoint exact investment opportunities.

Our practice of utilizing best-in-class managers is essential to the concept of complete open architecture, giving you and your family access to superior products offered by the entire spectrum of asset managers, rather than just those few offered by a single provider. Unfortunately, many investors utilize only one money management firm or use a select arsenal of available managers found at a bank or brokerage firm. These are usually chosen based on fee-sharing arrangements and inherently conflict with your best interests. We do not have a limited basket of money managers from which to choose. We search the world for top talent and offer our clients the complete range of the best money managers available.

Most money managers consider matching the performance of the S&P 500 a strong showing. Quintessence Group works with proven managers with long track records of superior results. One advantage of being a totally objective source is that we view service providers as just that, service providers. If your goals and best interests are not being met, we immediately find someone who can and will meet those needs. In no way do we directly benefit from our relationships with those charged to successfully handle your financial assets. Objectivity is truly our greatest asset.