Portfolio Construction and Evaluation

Risk Management

The Bapis Group provides client-centric and seamless coverage with an open-sourced perspective by effectively tailoring custom client portfolios to help meet financial goals and evaluate to ensure that client’s investments reflect long-term objectives.

Unfavorable Review

Immediate Sale:

  • Operational failure
  • Legal violations
Watch List:
  • Performance concerns
  • Inconsistent characteristics
  • Personnel changes
  • Warrants further analysis and hold/sell decision within 2 calendar quarters