We take the time to understand what is unique about you. We then develop a customized family office investment strategy supported by investing assets prudently and incorporating our conservative, disciplined investment process. All of this is documented in an investment policy statement that we periodically review with you.
We select investment sub-advisors who share our commitment to service, integrity, quality, discipline, oversight, and governance. Each sub-advisor has an experienced team of portfolio managers with a unique perspective for managing money for the long term and through all types of financial market cycles. We use non-proprietary asset managers, providing an additional layer of objectivity in managing your assets.
Your MassMutual Trust team will implement tailored asset allocation through diversification among asset classes with long-term and time tested investment strategies including alternative investment strategies. Allocations are monitored on an ongoing basis. As your needs and market conditions change, specific investments can be adjusted to help manage risk.