We advise our clients on asset allocation strategies designed to achieve portfolio diversification and targeted risk-adjusted returns. Our advisory services to private clients and family offices focus on investments and financial exposures. For our clients we develop comprehensive asset allocation strategies or implement specific investments for their portfolios. Strategies are periodically reviewed with our clients to ensure they continue to meet their objectives and remain within the prescribed risk management parameters.

At Emcor, we made the decision long ago to outsource to specialist managers the entire investment management process. We can then concentrate our efforts in applying our expertise and experience to identify, evaluate, select and combine in a portfolio the best, most suitable managers. We do not manage assets directly however we often participate as investors in our products alongside our clients.

It is our commitment to identify and select for our clients the very best investment talent available. Our focus is on ‘specialist’ investment professionals whom we believe are best qualified to understand and benefit from the complexities today's as well as tomorrow's global markets.

Our efforts are also supported by an external team of experts who provide legal, tax, IT and other advisory services.

We distinguish ourselves because of the total transparency of our investment process and the experience, professionalism and integrity of our principals.