Due diligence in the investment process
Herrand Associates observes four fundamental tasks in the investment process: Macro Strategies, Manager Research, Client Investment Profile and Portfolio Design.
Asset allocation structure
While every aspect of the Herrand Associates investment approach is equally vital as the rest, the procedure is significantly effective in drafting asset allocation guidelines by observing a chronological flow of action.
In order to provide customized service for every individual client, Herrand Associates advisors collaborate tightly with the client to obtain a thorough comprehension of his or her current financial condition and to pinpoint a continuing chain of investment objectives. Read More