For those who are committed to improving their ongoing investment process and long-term results… Investment Management Consulting is a comprehensive process of organizing, formalizing, implementing, and monitoring the investments of your organization ongoing toward achieving your desired results and objectives. This process includes: Financial planning Steward education and orientation Organizing, assessing, and designing investment strategies Implementing, … Read more Investment Management Consulting
For those with a process in place who are committed to going to the next level… Fiduciary Counseling includes a formal assessment of your current investment situation and a comparison to global standards and “Best Practices”. It helps you to align your investment practices with your IPS (investment policy statement) and vice-versa. It helps you achieve … Read more Fiduciary and SRI
For organizations with needs as described below… and organizations that are financially secure and considering alternative investments or donations to outside organizations, programs, projects, or missions… ViaGem Foundation Program is a program established to provide investment and financial management assistance to help organizations that are under-funded and located in developing areas around the world that would … Read more ViaGem Foundation Program
CORONA VIRUS RESPONSE
Coronavirus COVID-19 Response
It’s been a difficult week for the stock market with the global equity selloff as a result of the uncertainty surrounding the coronavirus and questions about how its impact economic activity, corporate earnings, supply chains, and global growth. We are recommending to our clients to stay the course with their long-term asset allocation policy and not be reactive to market volatility. We are monitoring the capital market environment closely but have not made any changes to client portfolios based on volatility around coronavirus.
