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Business and
Financial Planning
Tax Consulting,
Compliance, Accounting
Estate Planning,
Education & Gifting
Investment, Advisory
& Performance
Asset Allocation / Manager Selection / Performance Reporting
As a licensed investment advisory firm working with over $3.5 billion of client managed and unmanaged assets, Vogel Consulting LLC, offers access to traditional as well as hard to obtain alternative asset classes, typically closed to many investors. Through our investment program we will assist you in determining your cash needs, objectives, risk tolerance, time horizon and develop a customized strategic and tactical asset allocation. We will help you find and hire "best in class" managers. We will remain at your side to monitor and objectively report on the managers and their performance against benchmarks on a monthly or quarterly basis.Services
- Analyze current holdings
- Examine performance of current managers against peers
- Develop strategies for concentrated holding or legacy assets
- Review current asset allocation
- Develop a written strategic and tactical asset allocation plan
- Perform risk assessment and written investment policy statement
- Review manager outlines
- Prepare written investment plan with objectives
- Integrate family estate structures with investment holdings
- Recommend adjustments to allocation plan
- Oversee implementation of new assets into portfolios
- Select separate account managers, funds or products
- Negotiate custodial fees and manager fees
- Handle transition aspects of investment accounts
- Implement commission recapture program where appropriate
- Actively manage tax loss selling program
- Provide consolidated investment reporting with benchmarks
- Perform quarterly portfolio and manager performance reviews
- Cash management
- Access to alternative investments, hedge, real estate, private equity
- Personal debt and liability management
- Facilitate investment meetings with client – at least quarterly
- Offer ongoing investment strategy and advice
