What's New:

Investment Advisory Services:

“When a family has poured themselves into a company for generations, they can feel married to those shares of company stock. It’s challenging to step back and look at whether a legacy stock is helping or hurting the family’s chances of achieving success in the future.”

- Craig Muska, Investment Advisor

Investment advisory services provide the financial foundation to help a family achieve their lifestyle, legacy and asset goals. Threshold Group designs, implements and monitors well-diversified portfolios aimed at managing risk and seeking consistent above-average performance.

We help each client develop an Investment Policy Statement and an Asset Allocation Plan in a process that includes 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 clients learn new things about themselves in the process.

Deliverables

Goals-based investment plan and process
Objective manager research and selection
Strategic asset allocation aligned to goals
Access to all traditional and alternative asset classes
Consolidated investment reports and briefings
Oversight of custody
Competitive asset-based fees
Full integration with tax, estate and insurance strategies

Outcomes

Threshold provides clients with a disciplined wealth management solution based on world-class research. Each investment plan is delivered through a skilled and dedicated investment advisor whose interests are fully aligned with those of the client. Success is defined by achievement of goals, management of time horizon and/or tax issues, and fulfillment of risk-adjusted performance objectives.

Threshold and Russell

Our working relationship with Russell Investments allows Threshold’s in-house investment team to enjoy deep access to one of the most rigorous manager research capabilities in the institutional investment industry. Russell employs more than 105 analysts who conduct probing research on more than 5,000 investment products globally.

This knowledge base provides Threshold with qualitative insights and technical groundwork -- a powerful starting point for our own research and portfolio construction work. Imagine beginning the manager research process with decades of notes, opinions and observations about the people, investment process and buy/sell discipline inside each investment management firm. This information enables the Threshold team to focus specifically on asset allocation strategies and to determine whether a quality manager will fit the more exacting requirements of a client’s plan.

Mission-Related Investing

Our work with philanthropic clients and family foundations has allowed Threshold to advance its capabilities in the area of “impact” or mission-related investing. One of our investment advisors specializes in this emerging field by working closely with clients who want to tighten the alignment between investment capital and social capital.

Threshold offers a realistic and measured approach for clients who want to invest in sustainability and other social objectives through both financial and program-driven initiatives.

> Read our White Paper on MRI models for family foundations