Firm Description

Archstone Portfolio Solutions evolved as the creation of two senior investment professionals obsessed with providing asset allocation, portfolio solutions and surveillance tools that are unique to each client, rather than mirror-image templates from a monolithic "platform." Archstone Portfolio Solution's unique business model demands a conflict-free approach to manager evaluation and selection.

Client access to senior investment professionals is a key element in the firm's operating philosophy, as well as strict limits on the number of clients served. Each relationship is overseen by a Managing Director, and other senior staff is regularly informed of each client's portfolio developments. This approach ensures continuity and backup.

Relying on powerful resources from established providers—Summit Strategies and Investment Metrics—Archstone Portfolio Solution's experienced professionals deliver high quality, cost-effective services targeted to specific needs. The absence of in-house management or special compacts with outside managers ensures objectivity. Rigorous due diligence is at the heart of the Summit research process, involving over 800 manager interviews annually conducted by a team of seasoned professionals. Archstone Portfolio Solution's Managing Directors, in turn, integrate client needs and concerns to identify optimum solutions—the design of appropriate strategy, asset allocation and manager selection—coupled with concise reports that profile performance for multiple accounts to identify weaknesses in portfolio components.

Archstone Portfolio Solutions claims compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct This claim has not been verified by CFA Institute.