Asset Management

Utilizing Callan’s scale, experience, and manager research resources, the Trust Advisory Group applies a process-driven approach to building efficient, low cost portfolios with clearly articulated goals and objectives.

All portfolios managed by the Trust Advisory Group have three common attributes which we believe are critical to the success of any multi-manager portfolio:

Top-Down Design

All portfolios are built on the basis of a clearly articulated top-down design premise that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process.

Robust Process

All sub-advisors for Trust Advisory Group portfolios are subjected to a rigorous qualitative and quantitative evaluation, both before being hired, and on an on-going basis. This process is designed to ensure that they are meeting their performance objectives as part of the overall portfolio design, and that they continue to represent the best candidate for the specific role that they fill.

Operational Efficiency

Fees, expenses, and frictional costs are the most obvious and predictable enemies of long-term performance in a multi-manager portfolio. Trust Advisory Group portfolios are designed to be fully invested at all times, and to take advantage of the lowest possible fee structures across their various sub-advisory, trading, and back-office relationships.

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