Portfolio Manager Meetings
Investment Manager Meetings
Every 90 days Strategic Income Group sets aside a week during which around 7 to 10 investment managers visit our office to give us recommendations on our current portfolios as well as share their firms’ current views on the market and economy.
Preview Future EventsInvestment Manager Meeting Documents
Below is a list of quarterly market and financial reports for your reference. If you need more information please contact our team anytime.
Questions & AnswersHow It Works
How Investment Manager Meetings Work?
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.
Multiple current market perspectives
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!
Checkout our Investment Management Services
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!
