Ongoing Due Diligence

Our Ongoing Due Diligence processes are designed to provide a conduit for the product sponsor to disseminate key updates and ongoing investment program information while concurrently providing the wealth manager with a consistent third-party source of vital ongoing information.

• Ongoing due diligence coverage is increasingly becoming a must-have for wealth managers, especially those who need to justify ongoing asset management fees on semi-liquid or illiquid alternative investments.  
• Demonstrate your commitment to be transparent, a good partner and a good steward of the investment entrusted to your care 
• Save time and money by streamlining your responses to the DDQ process by providing a Buttonwood Ongoing Due Diligence report. 
• Ongoing due diligence is available in Tier I and Teir II coverage depending on the needs of the product sponsor and wealth manager.