Vantage Consulting Group

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THE ART AND SCIENCE OF INVESTMENT MANAGEMENT
Vantage Consulting Services for Institutions, Endowments, and Foundations
     The question of whether investment management is predominately an art or a science has been a subject of academic debate for years. At Vantage, we believe both sides of the debate have merit and we have developed a structured process which captures both quantitative and qualitative factors. The terms of this equation are, of course, open for client examination and discussion.
The Vantage Consulting Group's mission is to mediate the inherent conflict between fiduciaries, who establish investment objectives, and the capital markets, which ultimately satisfy or frustrate those objectives.
          What separates Vantage’s approach from those of other investment firms is our expertise in reconciling cutting-edge investment research with the subtle realities of the markets. We utilize proprietary, advanced computer modeling and data mining as complements to the expertise of our experienced staff.
      Our primary services fall into the three categories: asset mix determination, manager selection, and portfolio reporting. At the heart of each of these areas is a comprehensive investment strategy. Our work with clients revolves around the construction of a strategy to achieve our clients’ investment objectives. Integral to that strategy is understanding our clients, their investment goals, their tolerances for risk, their preferences for diversification, and their time frames. We work closely with our clients to formulate, refine, and implement long-term investment strategies consistent with their objectives and their situations.
  • Equity and bond portfolios
  • Managed futures
  • Venture capital
  • Alternative investments
  • Commodities
  • Hedge Funds
  • Private Equity
  • Emerging Markets
      The Vantage Consulting Group offers a thorough list of services across a broad range of investments. We have extensive experience with traditional equity and bond portfolios. We attempt to exploit the benefits of insights into style trends while capturing the advantages of blending active management with low turnover and passive strategies. In addition, we have a great deal of experience in the implementation and management of alternative investment strategies. Vantage has been employing alternative strategies from equity market neutral to managed futures since the middle 1980s. Our experience across the full range of alternative investments and our commitment to be at the forefront of advances in applied investment theory, have kept our firm and our clients at the leading edge or risk management techniques and innovative asset management strategies from royalty rights to environmental credits to trading volatility as an asset class. Our experience in alternative strategies includes off-shore venture capital funds, domestic and off-shore fund-of-funds and management of multi-advisor pools for currencies, commodities, private equity and international and emerging equity and fixed income strategies. We have also done extensive work in the construction of low turnover, tax-advantaged strategies for our taxable clients.

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