Services
At ISC, our primary goal is to develop true partnerships with our clients’, always working on their behalf as our first priority. Let us show you how partnering with ISC can help you meet your investment goals.
- Leverage internal resources and focus expertise
- Ensure independence and objectivity
- Improve investment decision making by using the best available information
- Rely on highly credentialed, experienced professionals using investment industry best practice methodologies
Investment Strategy Consulting offers outsourced investment management consulting services to Foundations, High-Net Worth Investors, Fund of Funds, Wealth Advisors, independent Broker-Dealers, and Family Offices. We specialize in servicing clients with complex portfolios who require independent expert data and information.
services
Investment Performance & Risk Reporting & Analysis
We help our clients leverage internal resources by providing customized, independent investment portfolio risk and performance reporting and analysis using industry best practice methodologies.
Investment Performance & Risk Reporting & Analysis
We help our clients leverage internal resources by providing customized, independent investment portfolio risk and performance reporting and analysis using industry best practice methodologies.
Investment Governance Services
We assist our Clients in achieving best practice governance standards including investment policy formulation; portfolio allocation analysis; authority delineation; and relationship management.
Investment Governance Services
We assist our Clients in achieving best practice governance standards including investment policy formulation; portfolio allocation analysis; authority delineation; and relationship management.
Independent Investment Due Diligence
ISC works with investors to conduct comprehensive investment due diligence reviews on funds and asset managers. Our work covers operational and investment due diligence on all strategies globally.
Independent Investment Due Diligence
ISC works with investors to conduct comprehensive investment due diligence reviews on funds and asset managers. Our work covers operational and investment due diligence on all strategies globally.
Media and Presentations
ISC participates in investment industry events as panel members or speakers; creates and publishes articles and written content; and provides educational seminars to clients and organizations.
Media and Presentations
ISC participates in investment industry events as panel members or speakers; creates and publishes articles and written content; and provides educational seminars to clients and organizations.
Detailed List of ISC Services
Connect With Us
How can we help you? We are available to help investors answer questions, solve problems, or find technical guidance on portfolio governance, management and risk. Let us demonstrate how you can leverage your resources to create value and manage risk.
