We provide best in class asset allocation and portfolio analysis support, helping companies identify risks or missed investment opportunities.  We calso provide education and independent research on the inclusion of  new asset classes  and third party manager selection.

We design investment solutions to help companies achieve business goals in all market conditions

Our Approach

Our discussion starts with a review of your current portfolio, investment policy statements and allocation.  We want to understand your company’s goals, objectives and contraints.  

We want to understand your complete business in terms of goals, objectives and constraints.  We take a total portfolio view, examining your assets, liabilities, capital, and any regulatory, accounting, tax, or rating constraints your business may face.

We believe no two companies are the same.  The investment recommendations we design are custom tailored to your company, constraints and risks tolerances.  

ESG considerations are central to all investment decisions we make.   

Our investment team partners closely with our risk management department to ensure all risks are properly understood and valued.   

Customized Investment Services

Vaquita Consulting specializes in customize investment recommendations to your business needs

  • Investment portfolio review and risk analysis
  • (Re)Development of investment policy statements
  • Benchmarking and performance management
  • Enhanced asset allocation
  • Inclusion of new assets classes (includes education, RFP support and manager selection)
  • International market expansion and foreign exchange hedging
  • Derivative programs for hedging, risk management and yield enhancement
how can we help you?

Contact us at the Vaquita Consulting office nearest to you or submit a business inquiry online.

Looking for a First-Class Business Plan Consultant?