Due Diligence

We combine our knowledge of your individual investment goals with a thorough due diligence process to ensure we select the most appropriate manager for your specific situation. That process uses both qualitative and quantitative criteria to evaluate managers on numerous factors:
  • Including historical performance,
  • A well-defined investment discipline,
  • Acceptable risk level within the boundaries of investment objectives.
More than 4,000 professional money managers offer separately managed accounts, but fewer than 40 are chosen for RJCS.

After segregating by asset class (small-, mid-, or large-capitalization, value or blend, equities or fixed income), RJCS due diligence analysts screen for favorable risk-return characteristics.

Next, they conduct a rigorous product analysis and fundamental research on the manager's performance, people, philosophy, process, product and progress.

[ Due Diligence | Evaluating Investment Managers | On Site Visits | Quarterly Reporting ]