HyperLink
      HyperLink
About UsAdvantagesServicesOur TeamContact Us
 

Our Process

Manager selectivity is the most crucial component of successful private equity and private real estate portfolios. Portfolio Advisors utilizes a rigorous due diligence process to screen and select fund managers based upon the quality of the opportunity, measured risk, and certainty of execution. These characteristics apply to brand name funds as well as first-time funds and emerging managers. Important areas of consideration include:

            Ø      Investment Strategy

Ø      Strength and Depth of the Investment Team

Ø      Cohesiveness of the Investment Team

Ø      Investment Attribution and Track Record

Ø      Alignment of Interests with the Limited Partners


Portfolio Advisors' investment professionals follow a multi-stage due diligence process to effectively sort through hundreds of private equity and private real estate investment opportunities annually to find a select few high caliber managers. This process is summarized below: