One of the duties of our investment team is to conduct on-site due diligence meetings with various investment companies. Last week, two of us visited New York City to investigate one of these companies and to complete other business as well.

In a due diligence meeting, looking in the eyes of the money manager confirms what is written in the prospectus or third party analysis, or prompts us to ask additional questions.  It allows us to meet the leaders of the company.  Kicking the tires and seeing the real estate, for a REIT for example, often provides incredible insight.

An advantage of working with a team, like you have here with A&I Financial, is that we have more than one set of eyes and ears. In addition to the stringent due diligence process completed by our broker dealer, we research different investment companies and then report back to the team. 

The more minds we put to work at analyzing investments, the more clearly we can assess the opportunity and be aware of our own potential blind spots. 

If you are interested in learning more about our due diligence process, please send me an email and we will be glad to help you.

Manhattan is beautiful right now. The tourists are coming, the restaurants are full, and the damage from Hurricane Sandy is largely under control.  They still don't have the Statue of Liberty, Ellis Island or some of the south side attractions fully functioning. If you have not been to the 911 Memorial, make it a destination. The new building is beautiful, the water that falls over the edge never reaches the ground, and the planes that come into land at LaGuardia reflect in the glass. Unforgettable, that day, and the resilience of the town to come back is inspiring!