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James J. Lukezic, Old Slip Capital Partners is a New York City-based Capital Management firm that is the result of a merger between Standard Fiduciary Consulting, LLC, a leading Registered Investment Advisory firm, and CNA Investor Services, Inc., a Chicago Broker Dealer whose parent was and is a leading national insurance provider. CNA Investor Services, Inc., has been in business since 1966 when it was approved for business by FINRA. In 1977, it was also approved by the SEC (Securities and Exchange Commission) as an Investment Advisor, servicing clients nationally since then.

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  1. HowdoInstitutionalInvestmentConsultants help? Whatdoesaninstitutionalinvestmentconsultantdo?Well,that’sacommonquerywhich manypeoplewantanswersto.Theseconsultantsprovideexpertadviceoninvestment strategies,portfolioconstruction,riskmanagement,andassetallocation.Institutional investmentconsultantslikeJamesJ.Lukeziccanhelpyouinmanywayssuchas acquiring,selling,orcombiningwithotherbusinesses. • Individualinvestorsfocusonpersonalwealthgrowthbutinstitutionalinvestorsoften helpinmanaginglargesumsofmoney.Suchconsultancycanhelpyoutomeetspecific financialobligationssuchaspayingpensions. • Let’sreadoutmoreaboutthefunctionsofinstitutionalinvestmentconsultants. • AssetAllocationStrategy • Thisisacritical aspectofinstitutional investingthathelpsindetermininghowtoallocate assetsacrossvariousinvestmentcategories.Thisincludesrealestate,privateequity, equities,fixedincome,andalternativeinvestments.Ifyouarefocusingonasoundasset allocationstrategytobalanceriskandreturn,thenthiswillhelpyouinensuringthatthe portfolioisdiversified.So,theconsultantwillhelpinmakingtheportfolioresilientto marketvolatility. • Helpsininvestmentpolicydevelopment • Consultantsworkcloselywithinstitutionalclientstoassistindevelopinganinvestment policy.Thepolicyhelpsinfocusingontheorganization’sfinancialobjectivesandrisk tolerance.Asaresultofthis,itworksasafoundationforallinvestmentdecisions. Additionally,theconsultantwouldhelphelpsinensuringthattheportfoliostaysmatched withthegoalsandobjectivesoftheinstitution. • RiskManagementassistancebyconsultants

  2. Riskmanagementis ofgreatimportance forinstitutionalinvestorsespeciallywhenlarge sumsofmoneyareatstake.Inthissituation,institutionalinvestmentconsultantswill provideinsightsintomanagingvarioustypesofrisk.Nomatterwhatkindofriskitis, consultantswillhelpyouinmanagingit.Theyprovidecompleteassistanceinliquidity andoperationalrisk.Alongwiththis,theyalsohelpinmakingdecisionstomitigate potentialriskswhilecapitalizingonupsideopportunities. • PerformanceMonitoring • Onecrucialroleofinstitutionalinvestmentconsultantsistomonitorportfolio performanceagainstgoals.Theydoregularperformancereportcheckingsuchas analysisofreturns,andotherkeyperformanceindicators.Alltheseareimportantfor ensuringthattheinvestmentstrategyremainsontrack. • Ifyouwanttomakewell-informedinvestmentselectionsorconnectwithanexperienced institutionalinvestmentconsultantthenconsiderchoosingJamesJ.LukezicfromOld SlipCapital.Theyhaveinvestmentexpertiseandexperienceintheareasofasset allocationandportfolioconstruction

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