|
Breadth of Services
Asset Management:
- Investment Policy Statement development
- Strategic and tactical asset allocation
- Discretionary portfolio management (equity, fixed income,
balanced)
- Ongoing monitoring and risk management
- Coordinated custody and brokerage services
- Comprehensive quarterly portfolio reporting
- Manager selection, due-diligence, and monitoring
- Mutual funds/Exchange traded funds (ETF's)
- Derivatives/Structured products
- Non traditional investments (alternative asset classes)
Client Services:
- Private client brokerage services
- Trust and estate strategy
- Financial planning
- Philanthropy (Foundation Administration)
- Cash management services
- Online account aggregation and access
- Interaction with legal and tax advisors.
Concentrated Holdings, Risk Management:
- Diversification strategies
- Selling stock
- Margin loans
- Tax planning
- Hedging techniques
- Structured products
Cephus is not and does not represent that it or any of its associated
persons are experts in legal or taxation issues and only consider
out of necessity how such issues affect the client's situation when
rendering investment advice. The client should consult their tax
or legal professionals regarding such advice.
|
