Oversight

Once their investment program is up and running, clients can count on Pavilion to provide careful, ongoing oversight to ensure its continued effectiveness.

To help clients stay on top of their investments in complex and ever-changing markets, Pavilion can evaluate and monitor all or certain aspects of a client’s investment program. Whether it’s analyzing the performance of the investment manager, assessing the need for an asset allocation “tune-up” or updating clients about emerging opportunities and risks – Pavilion works with clients to ensure the portfolio remains on track.

Our services in this area include: