Though frequently overlooked, operational issues are crucial to portfolio management. Some securities are available only through certain brokerage firms. Some firms charge fees for services that others handle for free. Some clients prefer to pay higher transaction fees to obtain superior back office services and trade execution. Finally, some service providers are simply easier to work with and more reliable than others. All these factors can materially affect performance.

We supervise assets wherever they are held. But since we have experience with many different financial intermediaries, we can advise you regarding the efficiency and cost-effectiveness of your various arrangements, and can simplify and streamline your holdings.