What We Do

Investment Strategy & Oversight

• Conduct asset allocation studies and set strategic and tactical allocations

• Collaborate with clients to establish an investment deployment program for investments and assist with its implementation

• Evaluate existing portfolios, consultants, custodians, investment managers, and other service providers across performance, risk analytics, portfolio composition, etc.

• Review niche or opportunistic investments not commonly held on investment platforms

• Lead or assist with strategic planning, reporting, cash flow planning, budgeting, and the development of forward-looking investment calendars

• Prepare risk budget including evaluating risk tolerance, time horizon constraints, and liquidity preferences to achieve attractive risk-adjusted returns

Investment Manager Selection & Due Diligence

• Source, diligence, and select traditional and alternative investment managers including access-constrained private investment funds.

• Evaluate LP/GP alignment of terms and fees and consistency with market standards.

• Assess fees for investment funds and service providers.  

• Assist in consolidation of and communication with investment funds.

• Provide independent references for GPs and fund managers.

Third-Party Services & Team Structure

• Manage the RFP and search process for third-party service providers including investment consultants, custodians, investment managers, and analytic and reporting software

• Leverage Bostwick’s professional networks to source and/or evaluate non-investment third-party service providers such as attorneys, accountants, trustees, and banks

• Assist with recruiting, evaluating, and retaining talent

Governance

• Serve on investment committees, advisory roles, and boards of directors

• Provide insights to fund managers and placement agents on investment communications and fund launches including data rooms, LP/GP alignment, presentation materials, and timeline, launch strategy and exits

• Research and evaluate niche investments not currently on manager’s platform

• Make connections within our network

• Author educational and thought leadership pieces for audiences of varying investment sophistication

We help families determine whether a family office structure is the right solution. If so, how to design it thoughtfully, efficiently, and in alignment with long-term family goals.

We partner with families to design, build, and launch family offices with disciplined governance, trusted advisors, and institutional-quality investment oversight. We can help with family office and/or investment office design and formation.

We help established family offices evolve — supporting generational change, onboarding new staff, improving effectiveness, and guiding transitions with clarity and independence. We offer ongoing advisory as well as family office outsourcing, transitions, or dissolution.

Bostwick will serve you and your family as your Fractional CIO, providing the following services: 

• Conduct an initial review of current investment plan 

• Review quarterly and annual investment managers’ reports and statements, as well as other investor communications 

• Attend quarterly investment manager meetings and assess recommendations

• Deliver a comprehensive annual investment assessment 

• Collaborate with your team and service providers (attorneys, accountants, etc.)