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Due diligence

Due diligence

Due diligence

Due Diligence is an integral part in the selection of an investment manager. Phocion in-depth analysis evaluates an investment manager prior to an investment and then maintaining a high level of oversight to mitigate any risk of an operational failure.

Investment due diligence

Investment due diligence

Phocion's extensive industry expertise gives it an edge at delivering Investment Due Diligence services to its institutional [...]

Operational due diligence

Operational due diligence

Phocion offers independent, enhanced operational due diligence services that evaluate the operational strengths and weaknesses of [...]

Independent investment review

Independent investment review

Phocion offers independent due diligence services for high net worth clients that evaluate current and/or prospective investment [...]