INVESTMENT ADVISORY GROUP, INC

CHOOSE A WAFRA COMPANY:

CHOOSE A WAFRA COMPANY

Wafra Investment
Advisory Group, Inc.

Wafra Capital
Partners Inc.

Other Affiliated Companies

Wafra Financial & Management Services Ltd.

PAM provides services, including the following, on an as-needed basis:


  • Investment due diligence
  • Assistance with investment structuring, specifically for international investors
  • Assistance with preparation of subscription documentation
  • Maintenance of all cash flow records such as capital calls and cash distributions from underlying investments along with client cash management and assistance with operating expense payments
  • Preparation of customized summary reports
  • Periodic visits to underlying managers and attendance at annual meetings
  • Management and reconciliation of capital commitments

On an ongoing basis and in connection with certain specific new or existing investments, clients periodically request our services in evaluating, managing or advising on such investments.  These services may include: identification, review and analysis of potential new investment opportunities, and advice and asset management of existing investments. PAM provides advice on and monitoring of portfolios of mixed asset classes.