The Callan Connection

Fourth Street Performance Partners is a member of the Independent Advisor Group (IAG), a division of Callan Associates, Inc., the largest privately-owned investment consulting firm in the United States. Through our affiliation with Callan, we are able to offer investment consulting services of the highest caliber to corporations, foundations and high net worth families.

Fourth Street Performance Partners assists clients in defining and realizing the goals of their investment programs. Our sole objective is to provide high quality information and objective expertise in support of informed decision-making. We stress the importance of direct personal service to clients through highly qualified consultants, supported by state-of-the-art investment technology. Our consulting approach is sensitive to existing investment structures and relationships. We believe that a well conceived strategic plan, faithfully maintained, will yield superior results over time. We also believe that diversification and consistent implementation of the strategic plan are the keys to controlling risk. Fourth Street Performance Partners focuses on the orderly implementation and maintenance of the client's decisions within the confines of a comprehensive review and evaluation process.

With a staff of over 160 professionals, Callan provides research on domestic and international investment managers, venture capital firms and real estate investment companies. In addition, they conduct over 1000 personal interviews with money managers each year in an ongoing process of due diligence. This process is designed to objectively evaluate the performance and staffing of well-known investment managers as well as to discover promising new money managers for Callan clients.

Callan has developed a sophisticated capital markets model which forecasts expected returns for several classes of stocks and bonds over a five-year period. Callan's clients rely on these forecasts for accurate asset allocation decisions. In order to avoid conflicts of interest, Callan offers no proprietary investment management products. For this reason, large institutional clients turn to Callan for unbiased consulting expertise.

THE COMPREHENSIVE INVESTMENT MANAGEMENT SERVICES YOU DESERVE

Depending on your needs and objectives, the following services and resources are available through Fourth Street Performance Partners and our Callan connection.

REVIEW AND ANALYSIS OF YOUR CURRENT INVESTMENT PROGRAM

• A detailed look, particularly as it relates to your fiduciary responsibilities
• Cost assessment, including investment management costs, custodial costs and trading costs
• Review investment strategies and policies

STRATEGIC PLANNING SERVICES

• Refinement of your investment strategy
• Asset allocation optimization
• Investment policy and guidelines development
• Investment program organization and managers structure
• Capital market forecast

PLAN IMPLEMENTATION

• Investment manager selection
• Optimization of investment manager structure
• Master trustee/custodian coordination
• Brokerage coordination

PERFORMANCE MONITORING SERVICES

• Absolute and relative performance results
• Equity and fixed income sector analysis
• Benchmark analysis
• Market indices and stated objectives
• Manager styles

EDUCATION SERVICES

• Callan Investments Institute publications
• Investment management strategy projections
• Pension research surveys and analysis
• Capital market review

The Many Benefits of Linking Up With Fourth Street Performance Partners

You are served by experienced, objective and highly-trained advisors who are associated with one of the nation's largest investment management consulting firms.

Enjoy having every component of your investment program integrated and linked into a sensible, manageable plan under the guidance of a single consulting group.

The combination of increased diversification and ongoing monitoring of your account generally reduces the portfolio's level of risk and/or improves the rate of return.

We do not engage in any fee sharing arrangements, so we can truly act on your behalf.

Our access to nationally-ranked money managers at lower fees and minimums provides you with greater opportunities to diversify across and within asset classes.

Your total cost for portfolio management is lower because overlap in services is eliminated and all services are priced at institutional rates.

About Us    Services   Newsletter    Contact Us