Methodologies
Dynamic asset allocation.
Once we’ve reviewed your individual requirements, we work with you to create strategies to meet your objectives. We monitor, measure, communicate and make changes as necessary to keep your investments performing.
Conflict-free is the key to success.
Phillips & Company operates in a conflict-free environment that enables us to make decisions solely based on our clients’ objectives. We don’t make investment selections from off-the-shelf, proprietary products. We have access to some of the best independent money managers available. In addition, our compensation is conflict-free.
Best-of-breed manager selection.
No single manager can be an expert in every discipline of investing. We have the flexibility to create a unique team of managers, each specializing in particular areas of the market. We align multiple managers’ strategies with our clients’ individual goals and provide ongoing measurement against those goals. We constantly review manager performance and reconfigure the multi-manager team, if necessary.
Keeping you informed.
We subscribe to a ‘no surprises’ investment philosophy; frequent, open client communication is paramount at Phillips & Company. We provide you with understandable reports about your investments, keeping you engaged in key decisions and changes of direction. We give you online access to your holdings, reports and regular updates on the performance of each independent money manager, and full disclosure of all fees.
Benefits of our unique approach:
- Independent, conflict-free manager selection
- Ongoing manager review
- Overlap analysis
- Tax optimization
- Asset allocation based on economic cycles, trends and events
- Consolidated statements
- Access to experienced managers
- Online access to a consolidated portfolio
