We conduct a discovery diagnostic on your current asset base and economic situation. We then develop a Statement of Investment Guidelines that reflects your ambitions, risk appetite, and investment preferences. A final component of the first 90-day plan is establishing the Investment Strategy which documents financial assumptions as well as investment opportunities that should be considered to achieve your goals. We define core strategies and financial projections including categorizing your assets under the following; Assets under Management (AUM), Assets under Development (AUD) or Assets under Consideration (AUC). so that we build momentum from the start.

Immediately following the acceptance of the Investment Guidelines and Strategy, we get to work with the second 90-day plan which integrates your economic development activities and addresses any outstanding issues around governance, risk management and tax so that we ensure your community will have optimal conditions as well as managing some of the assets that are ready for our involvement.

 During the third 90-day plan we ensure that mechanisms and processes are correctly in place, including reporting, and that they are effectively managing your on-going returns from existing assets and meeting your expectations. This work includes a plan that continues growing your own source revenues into the future.