Five Step Process
We follow a five-step process designed to determine the optimal approach to manage your assets.
1. Discovery – Understanding your personal, professional and financial goals
2. Education – Discussing the risks and reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation
3. Recommendations – The appropriate blend of investment vehicles helps you work toward your goals
4. Implementation – The investment methodologies employed to construct your portfolio.
5. Active Management – Regular review of client portfolios and client objectives.
Expectations
- Objective & unbiased advice – aligned with the objectives you provide.
- Strict confidentiality. Since our business is based on referrals, it is imperative to us that we maintain the strictest confidentiality in all instances. While you may know of several clients with whom we work, we will not discuss the specifics of another client’s situation under any circumstances.
- Courteous service from every member of our team.
- Prompt return of phone calls, most on the same day, or under unforeseen circumstances, within 24 hours.
- Periodic financial reviews. We want you to know how your plan is progressing.