Cobblestone provides comprehensive Investment Consulting services for institutions, family offices and high-net worth individuals. We support fiduciaries at every step, including developing investment policy statements, recommending and monitoring managers, and on-going due diligence and performance reporting.
Our expertise as an investment manager allows us to add value through both thoughtful asset allocation and “best of breed” manager selection. When coupled with our focus on exceptional client service, Cobblestone becomes an integral partner to help navigate any investment landscape.
Investment Policy Guidance
An appropriate and carefully considered investment policy statement is a pre-requisite for constructing a successful portfolio. Cobblestone helps design and reviews policy statements regularly to ensure that the management of the assets is consistent with the return goals and risk tolerances of the fiduciary.
Global Asset Allocation
Thoughtful, diversified asset allocation is critical for both return enhancement and risk control. Cobblestone's investment recommendations integrate this global perspective with each client's specific circumstances.
Cobblestone's proprietary manager analysis process allows us to recommend "best of breed" investment managers across the portfolio. We combine quantitative screening and qualitative review to identify the managers with the best chance of providing superior risk-adjusted returns in any market environment.
Clear, Concise Reporting
Too often investment consultants seem to prioritize quantity over quality when it comes to reporting. At Cobblestone, we focus on providing a concise appraisal of the current environment and clear portfolio recommendations.
No one approach fits all investor needs and objectives. Cobblestone is equally capable of analyzing and recommending both passive and active investment vehicles in a wide range of traditional and alternative asset classes.