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When to Call REFS

REFS has the knowledge and expertise to handle nearly any portfolio or investment management challenges. REFS is particularly skilled at developing practical solutions to take advantage of changing economic or market conditions. Situations in which you should call REFS include:

  • Conflicts of interest between an investor and the investment manager
    • Liquidation of a partnership interest when an asset sale is not planned
    • Sale of separate account assets to an investment manager's fund
    • Transfer of investment management responsibility from one manager to another
  • Research or analysis of processes, fees, performance or other matters
  • Investment due diligence required on an investment vehicle, prospective partner or asset
  • Extension of staff
  • Asset management support on a project or an ongoing basis
Real Estate Fiduciary Services, LLC · Tel: 978.887.3750 · Email: jjb@refiduciaries.com