Projects and Project Portfolios
Aregis uses GAME Plan (Generate, Attribute, Measure, Evidence), its planning and delivery system, to organize priorities, connected projects, ownership, deadlines, risks, and proof of completion for the engagement.
Regulated Industry Infrastructure
Program Management
for Connected Work
One program can cover projects, project portfolios, and, for eligible advisory clients, a financial account. Projects and portfolios run on one plan. A private separately managed account is a separate path under Aregis agreements.
Start With the Work
Program management of projects and project portfolios is the current offer. A private SMA, when it is a fit, is its own advisory relationship inside the same program conversation. SagaHalla supplies the technology engine. Aregis provides advice only under its own client agreements. Custody stays with the client or the client's custodian.
Private SMA
Eligible advisory clients may ask Aregis about a separately managed account. SagaHalla supplies the engine. The advisory relationship, suitability, authority, fees, and reporting are set in Aregis agreements before an account is opened.
Distinct Agreements
A client may discuss both services. Each one keeps its own agreement, records, and authority. Investment assets stay with the client or the client's custodian.
Program Management Use Cases
Startup Growth Portfolio
Keep product, operations, hiring, funding, compliance, and partner work visible as the company grows and priorities change.
SMB or Mid-Market Program Portfolio
Coordinate several important projects, teams, vendors, deadlines, and risks without building a large internal program-management office.
Regulated Product or Operations Work
Manage quality, remediation, manufacturing, digital-workflow, contract, or supplier programs where work must be completed and documented clearly.
Private SMA
A separate conversation for an eligible advisory client who wants individualized portfolio management through a separately managed account. SagaHalla supplies the engine. Custody stays with the client or the client's custodian.
Work and Advisory Stay Apart
A program can include project work and a private SMA. They remain separate services, with separate agreements, records, authority, and custody.
Portfolio Reset
Help a growing organization regain control when projects, ownership, deadlines, and decisions have become fragmented or hard to follow.
Important Boundaries
- Program management of projects and project portfolios is the current offer. It helps organizations run their work and is separate from investment advisory services.
- A private SMA is a separate path for eligible advisory clients under Aregis agreements. SagaHalla supplies the technology engine and does not provide advisory services through this page.
- Custody of investment assets stays with the client or the client's custodian.
- Discussing both services does not combine agreements, accounts, authority, assets, records, or responsibilities.
- The applicable documents explain brokerage, custody, trading permission, reporting, fees, and client responsibilities before an account is opened.
- This page does not create a client relationship, recommendation, guarantee, or offer of securities.