Execution & Implementation
- After collaboration, allow AQI’s team to implement on your behalf. AQI’s OCIO will place trades, putting your enhanced model into action.
- Remove the stress of daily portfolio operations – systematic withdrawals, money movements, rebalancing, and tax loss harvesting are all included in our trade execution services.
Portfolio Construction (Collaborating & Refining)
- With our portfolio audit insights, we create a roadmap to optimize and administer portfolios.
- Provide us with your models, and we will identify and construct ways in which portfolios can be enhanced.
- Enhance Risk Adjusted Returns
- Together we will identify unknown centers of risk – including excessive concentration in single securities and sectors and potential capital gain distribution pitfalls.
- Together we will identify unknown centers of risk – including excessive concentration in single securities and sectors and potential capital gain distribution pitfalls.
- Enhance Investment Experience
- Our portfolio consulting service will audit your current model, identifying potential opportunities to enhance risk-adjusted returns, reduce costs, and enhance your client’s investment experience.
- Our portfolio consulting service will audit your current model, identifying potential opportunities to enhance risk-adjusted returns, reduce costs, and enhance your client’s investment experience.
- Build Custom Investment Models
- Leverage Gallacher’s team of investment professionals made up of CFA Charterholders and Certified Financial Planners to build custom investment models.
- Leverage Gallacher’s team of investment professionals made up of CFA Charterholders and Certified Financial Planners to build custom investment models.
- Reduce Costs
- Importantly, we will identify how to reduce these risks and enhance potential returns at a lower cost to the client.
- Importantly, we will identify how to reduce these risks and enhance potential returns at a lower cost to the client.