A proven process for portfolio protection...and growth.

Algonquin Advisors has created a five-pronged process for ensuring the protection of our clients’ portfolios while ensuring that that new opportunities for growth are incorporated when and where appropriate. The five components are:

Portfolio Construction

A top-down process that matches investment sector/strategies—from fixed income and equities to hedge funds, private equity, and other sectors—with the client’s performance and risk-management objectives.

Asset ALLocation

Following the guidelines outlined in the clients Investment Policy Statement, assets are allocated according to the client’s immediate- and long-term investment and risk-management objectives.

Manager Selection

A four-step process that encompasses:

1. Sourcing of the most knowledgeable, experienced, and successful managers 2. Quantitative analysis of the manager’s ability to get the kinds of results client’s expect

3. Qualitative analysis, through conference calls and site visits, to ensure expectations are being met 4. Due Diligence Review to ensure ongoing performance and reliability

Risk Management

Through ongoing formal updates, performance analysis, and conference calls, we closely monitor and manage both manager and investment strategy performance.

Manager Monitoring

Through ongoing formal updates, performance analysis, and conference calls, we closely monitor and manage both manager and investment strategy performance.