Investment Management Process

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Your Investment Management Process follows our taking the time to clearly identify your needs and concerns as a foundation.  Once we ensure that your current investment policy statement is in line with the foundation’s financial objectives we are then able to manage your investments accordingly.  

On a monthly basis, we carefully monitor the performance of the aggregate portfolio on a rolling three month average, providing the results to you via web-portal.   On a quarterly basis, Buckley Investment Group prepares a comprehensive report which measures the performance of each individual manager against their appropriate benchmark, as well as the performance of the portfolio as a whole against its blended benchmark.   

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All of this information is clearly provided to you through our easy to read Quarterly Fiduciary Review - which helps in maintaining the board’s important fiduciary responsibility of keeping in line with their investment policy statement requirements.

Investment Advisory Services offered by Buckley Investment Group, LLC

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