Investment Manager Meetings

Before the meetings, we send each investment manager an agenda that outlines what we’re interested in hearing about, as well as information about our clients’ current investments. This targeted research request ensures that we get the information relevant to you, our client.

The investment managers who meet with us at Strategic Income Group use the resources we’ve provided to ensure they make informed suggestions – they know what topics to discuss.

We enjoy asking new companies to these meetings in addition to regular attenders so we can get as many perspectives as possible on the current market.

Another important benefit of this process is that we gain access to investment research we would not otherwise be able to conduct ourselves. These investment manager meetings save us time which we use to implement changes based on the research provided.

It’s important to us to be fully transparent about what those changes are and we provide the basis for which we believe those changes are needed. In order to accomplish this, we make our latest investment manager meeting recap commentaries available to you.

At Strategic Income Group, we believe in reviewing detailed investment research and then writing commentaries for our clients. We take what we learn and put it into action. You deserve it!

If you are not yet a client of Strategic Income Group, we invite you to take a look at our investment management services.