Siharum offers two types of services: investment consulting and discretionary asset management. The same proprietary Manager First® investment process and high level of client service is provided for all our clients, irrespective of the type of service.
Investment Consulting
We offer customized investment consulting services to clients with assets in excess of $20 million. The service is customized to each client’s specific situation. While we provide ongoing monitoring and advice, we do not have discretion to make changes to the portfolios.
We begin the process by understanding your investment goals and objectives. We then thoroughly review your current investment program, including the investment products, asset allocation, and unrealized gain/loss profile to better understand your current investment program in relation to your goals. We use a select group of managers, including some of the existing managers if appropriate, to build a portfolio that has the best likelihood of achieving your objectives. The asset allocation will serve as a framework to ensure that the resulting portfolio meets your return goal and is within your risk tolerance level.
We monitor your investment program on an ongoing basis, and make recommendations for your portfolio as our outook changes or circumstances in your personal situation dictate strategic moves. We also periodically review your goals and objectives and make changes to the design of your investment program accordingly.
Discretionary Asset Management
For clients with assets in excess of $1 million we offer our discretionary asset management service. The service is tailored to each client’s specific goals and anticipated future cash flow needs.
We begin the process with an in-depth overview of your overall financial situation, including your investment goals and objectives. Whether or not we are managing a portion of your assets, or the majority of your holdings, it is incredibly important to gain a complete understanding of your overall situation as that may influence how we structure your portfolio.
Portfolios are constructed with a select group of managers that is tailored to each client's distinct objective. We employ a comprehensive longevity approach that focuses on each client's short-term, intermediate-term and long-term needs. The asset allocation process ensures that your portfolio has sufficient diversification across various asset, style and sector allocations.
Monitoring your investment program on an ongoing basis allows us to make adjustments to your portfolio as our outook changes or circumstances in your personal situation dictate strategic moves. Here at Siharum Advisors, LLC, we are committed to providing the highest level of advice, service and communication within each client relationship.
To inquire further about our services, or to request an information packet, please call 617-428-7500 or email us at info@managerfirst.com
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