Does your invested wealth have proper safekeeping? What are the total fees that your investment professional charges, including those naughty hidden ones? Has your investment professional been able to beat the related benchmarks? If not, does it make sense to ask him or her some questions? Would you be advantaged to no longer pay high-fees to your investment professional and simply invest in similar asset classes but with low-cost solutions?
Phocion Investment Services’ Independent Investment Review is a unique service that is tailored to high net worth investors that pay fees to have their wealth managed by investment professionals. Phocion is the authority at analyzing managers and investor portfolios. We pair our clients with 20-year plus industry professionals that work only for you. We provide a second set of eyes to analyse: (1) the safekeeping of your invested capital, (2) all fees, and (3) the returns derived from each investment product.
By doing so we can shed some light as to whether your achieved performance justifies the high fees paid with regards to the strategy employed. Phocion does not manage wealth nor does it refer investors to managers. We have purposely positioned ourselves to be without conflicts of interest. Our independence is crucial.