Portfolio Management and Reporting
We believe that actively managed strategies can add value (alpha) over time, through an intelligent and consistent selection approach. Mediocre and poor active approaches can be eliminated from a selection universe with proper screening and due diligence, resulting in a relatively small group of strategies with the likelihood of produciing excess returns and/or lower volatility.
With more than $1 billion of assets under management, Budros, Ruhlin & Roe, Inc. can provide access to to institutional-class mutual funds, separate account managers, and alternative investment strategies that are not available to clients of smaller firms or to retail investors.
We provide comprehensive reporting on each client's current portfolio relative to the Investment Policy Statement and its asset allocation policy, as well as investment performance calculations and comparisons to relative benchmarks and risk/return goals.
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