Rothschild Solomon uses disciplined methods when analyzing and keeps up with over 3000 alternative investment funds across the globe.

Once Rothschild Solomon finds managers that we like, we visit and ask the manager to complete a very detailed questionnaire. If we like what we read, we perform additional operational and risk management due diligence and disinterested deliberation.

The firm looks at the manager's accounting practices, systems and models and checks references. Then terms of negotiations are used to determine the contract with the manager.

When it comes to picking managers to work with, Rothschild Solomon goes far beyond its deep databases of traders, but likes to rely on word of mouth and our experience. We liason with our relationships that allocate large sums of money, asking them whom they know, whom they see and whom they like.

Portfolio Re-balancing:
This is done at least quarterly to maintain the optimal blend of reward and risk in each portfolio. Managers may be added or removed, and allocations may be adjusted so that the overall blend continues to conform to investment objectives. Managers may be removed from a portfolio for a variety of reasons including, but not limited to, asset growth, style drift, significant personnel change, and our evaluation of market conditions or performance. New managers may be added after considerable research and due diligence has been performed.