Cleveland

 SERVICES

ORG Portfolio Management LLC offers the services below to institutional investors on a full retainer or unbundled basis. ORG can serve in a fiduciary capacity pursuant to ERISA requirements.

Strategy Development and Portfolio Design

  • Policy Development and Review
  • Manager and Partner Search and Selection
  • Investment Manager Due Diligence, Selection and Monitoring
  • Portfolio Construction and Implementation
  • Portfolio Rebalancing and Implementation of Tactical Opportunities
  • Fee Modeling and Negotiations
  • Leverage Policy, Strategy and Implementation

Performance Measurement

  • Manager and Funds Database
  • Performance Reports for Portfolios and Investments

Research

  • Global and Domestic Markets
  • Market and Investment Opportunities
  • Global Strategy Development and Implementation
  • Structuring Techniques
  • Summits and Symposiums
  • Private vs. Public and Strategic vs. Tactical
  • Commingled Funds and Separate Accounts
  • Real Estate, Timber, Agriculture, Natural Resources and Infrastructure

Property Level

  • Investment Specific Due-Diligence
  • Acquisition, Disposition, Competitive Market and Hold-Sell Analyses
  • Market and Project Feasibility Reviews
  • Appraisal Firm Search and Selection
  • Business Plan, Budget, and Operations Reviews
  • Investment Work-out, Re-Structuring and Manager Replacement
  • QPAM Oversight for Direct Investments

Securities Markets

  • REIT Manager Monitoring, Selection and Attribution Analysis
  • Secondary Market Purchases, Sales, Tender Offers
  • Structuring the Contribution of Properties to Pooled Funds
  • Structuring Extrication from Pooled Funds

Other Services

  • Independent Fiduciary Services
  • International and Emerging Market Investment Review
  • Quarterly Portfolio Performance Report
  • Expert Witness and Litigation Support