Ongoing Monitoring

The SOL investment committee tracks, monitors and assesses our clients' portfolios on a regular basis. We monitor:

  • asset allocation for deviation out of the agreed upon range and rebalance, as appropriate;
  • changes in any holding, including mutual funds and individual securities, that may trigger adjustments to portfolio allocations; and,
  • the impact of economic and financial market environments on asset allocation.

Equally as important, we continue to monitor and fine-tune the evolving dimensions of our clients' profiles and the effect on portfolio asset allocation throughout their lifetime. And, we track, monitor and assess fund managers to ensure they live up to what we regard to be their risk-adjusted performance expectations.