The external fund managers selected by Trust Point run their own investment decision-making processes within the parameters established for their funds.
We assemble these managers into tax-efficient (if applicable) and cost-efficient portfolios in accordance with client-specific mandates and Investment Policy Statements.
Portfolios are reviewed and discussed weekly by our investment team. Firm-wide strategic and tactical investment recommendations are presented to the Investment Committee, which meets at least monthly. All decisions made by the Investment Committee are reviewed and approved by our Board of Directors, which also meets monthly.
This objective and constant review of managers and the attractiveness of their strategies from a risk/return standpoint ensures that our client portfolios are always positioned to take advantage of the ever-changing macroeconomic conditions affecting markets.