Investment Management Process
You are now leaving the Buckley Investment Group website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Buckley Investment Group or any advisor(s) whose name(s) appear(s) on this website. Buckley Investment Group is/are independently owned and operated. [Schwab neither endorses nor recommends Buckley Investment Group, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Buckley Investment Group under which Schwab provides Buckley Investment Group with services related to your account. Schwab does not review the Buckley Investment Group website(s), and makes no representation regarding information contained in the Buckley Investment Group website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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.
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.