Investment Forensics

We provide our clients an industry-proven, comprehensive set of trading analytics through an array of standard and customized reports designed to clearly and accurately present key elements of the existing investment strategy.

Investment Forensics Reveals

• The relationship between your portfolio’s standard deviation versus its rate of return
• How much risk you’re taking in your investments and the probability of a loss based on historical data
• How much money you would lose if there was a downturn in the market
• How variance drag is dramatically effecting your compounded returns
• Precisely where your hidden fees are hiding
• A correlation matrix of the assets within your portfolio Simply put, the new science of money management forensics considers many factors that appear material to investment outcomes and asks, if we adjust for these factors, will performance improve or decline?

The evidence is compelling that forensics coupled with traditional investment analysis will enhance performance.