At Belray
Asset Management, we sincerely care about you and
your wealth. Before making an investment decision,
we ask ourselves, "Is this decision in the best
interest of our client?" Our firm was started by a
group of families, and we will treat you like
family, standing side by side and being committed
to carefully growing your wealth. We are proud to
be a fee only registered investment advisor.
Research
has shown that University Endowments achieve
investment returns 2 to 3 times that of individual
investors.
The "7 Steps to Investing Like a University" provides our clients with a blueprint to plan and invest for their future.
Belray Asset Management advises individuals and families on how to implement planning and investment best practices similar to University Endowments.
The "7 Steps to Investing Like a University" provides our clients with a blueprint to plan and invest for their future.
Belray Asset Management advises individuals and families on how to implement planning and investment best practices similar to University Endowments.
7 Steps: Invest like a
University
Step 1 - Evaluate Financial Standing
Step 2 - Assess Future Financial Needs
Step 3 - Retain Needed Professionals
Step 4 - Construct Investment Plan
Step 5 - Implement Investment Plan
Step 6 - Continuously Monitor Performance
Step 7 - Ongoing Investment Education
Step 1 - Evaluate Financial Standing
Step 2 - Assess Future Financial Needs
Step 3 - Retain Needed Professionals
Step 4 - Construct Investment Plan
Step 5 - Implement Investment Plan
Step 6 - Continuously Monitor Performance
Step 7 - Ongoing Investment Education
University-style
Planning and Investment Management
Universities look to grow their endowments by:
Lowering Costs: Endowments pay significantly lower fees than retail investors.
Lowering Risk: Institutional investors generate portfolios that are efficient and well diversified.
Protecting Downside: Endowments rigorously test their portfolios for sensitivity to severe financial market disruptions.
Improving Returns: Informed institutional investors tend to outperform retail investors.
Lowering Costs: Endowments pay significantly lower fees than retail investors.
Lowering Risk: Institutional investors generate portfolios that are efficient and well diversified.
Protecting Downside: Endowments rigorously test their portfolios for sensitivity to severe financial market disruptions.
Improving Returns: Informed institutional investors tend to outperform retail investors.
We believe in protecting the
everyday person from the sales machine also known
as "Wall Street." By researching how to reduce
conflicts of interest we are freed to focus on
lowering fees, reducing risk and improving returns.
The investment techniques pioneered by universities
like Yale and Harvard allow us to fulfill our
commitment to serving our clients' best interests.