Overlay Management

Overlay managers work with the underlying asset managers and funds to oversee that all strategies are implemented in an efficient manner and monitor for compliance against the investment policy statement or guidelines of the portfolio.

The role of the overlay manager is analogous to that of a coach who coordinates, monitors, and tweaks the activity of the asset managers (players) to ensure optimal outcome. The overlay manager becomes more important when implementing portfolios made up of multiple separate account managers.

Why Choose Us?

The FamilyWealthTMAdvisers platform provides investors with unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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