The Devenir Solution
Traditionally, Investment Advisors have played multiple yet critical roles for their clients -- from managing client service to researching investment opportunities.. Although these responsibilities are equally important, investment research is often compromised by the amount of time devoted to client service. Likewise, client communication can suffer as a result of the time spent on investment research.
Devenir offers a simple yet powerful solution: separate the role of the traditional Investment Advisor into two functions -- an Investment Advisor and a Portfolio Manager. This specialized approach more effectively accommodates evolving client investment needs in an ever-changing investment market. The Devenir solution allows the portfolio manager to focus on the markets and investment options while the Investment Advisor focuses on providing superior client service. Devenir Investment Advisors maintain regular and frequent contact with clients, taking the time to understand their clients' objectives and goals so they can provide more personal service and better professional advice.
While Devenir Investment Advisors are dedicated to client services, Devenir's Portfolio Managers focus on thoroughly evaluating the various investment alternatives through a rigorous investment research process. In addition to our proprietary investment portfolios, Devenir offers mutual funds and separate account managers from many of the world's premier investment companies. Utilizing our disciplined investment process, we have assembled a select list of mutual funds across eighteen asset classes. Ranging from small-cap equities to municipal bonds, Devenir offers investment alternatives that cover all possible objectives and risk tolerances. We also offer access to a carefully selected list of separate account managers in situations where such a strategy will better meet our clients' needs.
Utilizing powerful software, the Portfolio Manager regularly screens and conducts due diligence on hundreds of mutual funds and numerous separate account managers which are evaluated on a number of fundamental factors including but not limited to:
- Long-term performance
- Morningstar ranking
- Manager tenure
- Portfolio turnover
- Expense ratio
- Tax efficiency
- Compliance history / governance
Our approved list of mutual funds and separate account managers is reviewed regularly by Devenir's investment committee, which oversees any changes made to the list and ensures investment choices are appropriate options for our clients.
