During the discovery process, we meet with you to understand your goals, your tolerance for risk and any special circumstances that may affect the management of your investments.
Using the information we have gathered from you, we organize and evaluate the data, incorporating any limiting factors such as your tax situation, investment planning horizon or need for liquidity.
We review our findings with you, a process that provides you with the comfort of knowing that our strategies are tailored for your needs, not a one-size-fits-all solution. This step culminates with your personal written Investment Policy Guidelines which act as a roadmap to your financial destination.
Once you are comfortable with your broad-brush strategy, we will take care of the implementation. You will have the benefit of our proprietary investment process. We will manage and track every detail along the way and make appropriate adjustments as market and economic conditions change.
As time goes by, we will regularly update you so you know how your portfolio is performing. For many clients, investment priorities change with the passage of time. Through periodic meetings and conversations we will be aware of your changing needs and will incorporate this information in the way we structure your portfolio.
Sound advice...your best investment.™