Relationship and Portfolio Management
Cleary Gull believes in a collaborative team approach with unlimited consultation for our clients. Our professionals have the depth and breadth of experience to provide the impeccable level of service we feel our clients deserve.
Portfolio Management (PM)
Once your assets have been placed with the desired mix of funds and managers, we diligently monitor their performance on your behalf. As markets fluctuate, different segments will outperform others. It is our PM’s job to make sure your investments continue to deliver anticipated results.
Our PMs are members of our Investment Policy Committee, Equity Strategy Group and Fixed Income Strategy Group. PMs execute strategy as recommended by our Equity and Fixed Income groups, which has been approved by the Investment Policy Committee. It is the PMs job to implement changes, when appropriate, to your portfolio mix.
Relationship Management (RM)
As the point person for your relationship with Cleary Gull, your RM is responsible for the ongoing monitoring and discussion of your financial goals and financial planning needs. They work in conjunction with your PM and to review your investment strategy and how it fits with your plan on a quarterly basis.
As a new client with Cleary Gull, the RM can help you to:
1. Define Major Life Goals
2. Determine Acceptable and Ideal Goals
3. Prioritize Goals
4. “Stress Test” Goals (in conjunction with the PMs)
5. Create “In Balance” Plan
6. Execute Plan to Provide You with Comfort and Confidence
Monitoring and Reporting
As a Cleary Gull client, you will receive:
- Online access to your portfolio
- Daily reconciliation of your holdings
- Quarterly market commentary webcast
- Quarterly account performance review, manager review and written investment commentary
- Quarterly market newsletter written by our Chief Investment Officer
- Customized tax reporting
- Income tax withholding and payment