Cougar Global works to educate clients about the firm’s unique approach to ETF investment management. Team members meet with and fully support clients transitioning assets to Cougar Global. This process includes documenting a long-term plan for an investment portfolio, taking into consideration all stated client goals and objectives.
Under the supervision of the portfolio manager, an Investment Policy Statement (IPS) is developed from information gathered in discussions with clients.
Out of the IPS, a Minimal Acceptable Return will be defined. The Global Tactical strategy articulates a client’s “Financial Profile”. An IPS with a clearly defined Global Tactical Strategy helps to keep the long-term goal on the horizon.
Cougar Global team members will also provide scenario analysis and consulting services for all clients on an as-needed basis.