We advise our clients on asset allocation strategies designed to achieve customized objectives, including portfolio diversification, risk mitigation and targeted returns. Our advisory services focus on investments and financial exposures. We develop comprehensive asset allocation strategies for our clients or implement specific investments for their portfolios. Strategies are periodically reviewed to ensure they continue to meet their objectives and remain within the prescribed risk parameters.

At Emcor, we made the decision long ago to outsource to outside managers the investment management process. This provides us an opportunity to concentrate our efforts in applying our expertise and experience to identify, evaluate, and combine in a portfolio the most suitable investment strategies and products. We do not manage assets directly however we often participate as investors in our products alongside our clients.

Our firm received approval by European regulators to act as investment advisor and allocator for traditional and alternative investment programs that can be distributed in the European Union.

Our efforts are supported by an external team of experts who provide IT, legal, tax, 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.