INVESTMENT ADVISORY SERVICES
Investment advisory services provide the financial foundation to help a family achieve their lifestyle, legacy and asset goals. Threshold Group designs well-diversified portfolios for managing risk and seeking consistent above-average performance.
We help each family develop an Investment Policy Statement in a process that inevitably generates constructive discussion about goals, investment preferences and comfort levels. This is the first step in a process of discovery and planning, and many of our family clients claim to learn some new things about themselves in the process.
Key Investment Services
- Development, implementation and monitoring of a customized investment plan
- Investment and asset allocation recommendations and oversight, with an objective, strictly advisory approach
- Independent research of investment managers, funds and private investment opportunities
- Mission-related overlays to help families support or oppose sensitive issues of their choosing while maintaining the integrity of the investment process
- Custodian oversight
- Consolidated investment reports
- Evaluation and diligent review of alternative investments
Our Investment Principles
- Each client has unique needs. We don’t believe in a “same fits all” philosophy.
- Designed diversification helps control portfolio risk–investment options must be the broadest available and cover all major asset class styles.
- Investing is a matter of finding appropriate balance between the opportunity for return and the potential for volatility.
- Time horizon is the single-most influential variable in determining a policy allocation.
- While asset allocation decisions will largely determine a portfolio’s overall outcome, allocation to active management will add alpha over money managed to a passive index.
- Attention to tax-sensitivity, plus fees and expenses, will further enhance returns. We believe in being mindful of both.
Threshold Group and Russell
Threshold Group’s advisory approach is built on objective, open-architecture discipline aimed at finding the best possible investment choices and solutions for each family’s needs.
Within this open framework, Threshold has a unique historical relationship with Russell Investment Group, a global leader in the multi-manager, multi-style discipline of investing. Our founder, George F. Russell, Jr. is Chairman Emeritus at the Russell company. It was the sale of the Russell company to Northwestern Mutual in 1999 that prompted George and Jane Russell to establish Threshold Group.
Today, this legacy relationship with the Russell company means that our client families benefit from:
Research Depth - Unparalleled access to Russell’s team of manager research analysts, who are known for their demanding and uncompromised research of outside investment managers
- Expertise in Multi-Manager Investing - A close tie to Russell’s 48 years of experience in creating multi-manager, multi-style combinations of managers
- Global Reach - The benefits of Russell’s strong global presence in markets around the world
- New Solutions - Access to leading edge analytical and portfolio modeling capabilities to help deal with tomorrow’s new challenges.
