Institutional Manager Research

In the institutional world prudent is process, not performance. At the Keith Pavo Group, we understand that the most important factor in a manager and client’s long-term success is having the correct processes in place. By having these processes in place, the investor can have the confidence and security that the manager is investing their funds the right way, with the proper goals and objectives in mind. We have access to a wide variety of Investment Managers with tailored and customized products to ensure we are matching you and your needs with the right manager and product, not the other way around.

In the same way that no one person is good at everything, no singular manager does everything well. By diversifying your portfolio with multiple world class money managers, we help minimize manager risk and invest with the correct specialist, not a generalist. We are continuously reviewing and evaluating the money managers we use to ensure our values remain aligned and they are meeting our standards of performance.

Contact us or Request a Proposal today to learn more about our process and how it can help you or your organization reach your goals.