While institutions have followed a disciplined approach to investing, individual investors have typically been less structured about achieving their goals. At Noyes Capital, our goal is to deliver institutional-grade investment practices and guidance to individual investors.
For individuals that want Noyes Capital to focus exclusively on their investment needs we offer an Investment Plan that includes:
Prepare a long-term asset allocation that meet the client's investment goals, risk profile, diversification needs and return expectations.
A review of the clients existing accounts to see if the custodian structure can be enhanced through consolidation, transaction costs reduction or improvement in credit quality.
A review of all investments to ensure that they fit within the context of the overall long term asset allocation and a prudent investment process.
A list of specific investment recommendations that move the portfolios towards the desired long term asset allocation.
For those individuals intending to have Noyes Capital continue in an investment management capacity, we will prepare an Investment Policy Statement (IPS) for each major account.
