Our process is designed to insure that the client is placed in the suitable investments for their specific needs. This process is a collaborative effort and begins with a questionnaire to assess the risk tolerance, investment time horizon and specific account that will fit the client’s needs. From there a portfolio is carefully crafted and implemented. Lastly those investments are on regular review to ensure that they not only make sense for the client but are the best investments given the ever changing markets.
Initial Meeting: Client Discovery and Goal Visualization
An in-depth conversation about your unique situation, your investment experiences and who you are as a person and investor. We go over your expectations, where you want to be financially, and cover areas you might not have thought about before – estate planning, tax minimization strategies, as well as identifying and avoiding possible financial pitfalls.
Customized Risk Evaluation and Analysis
Customized Risk Evaluation and Analysis – Using specialized risk analysis tools, we collaborate with you to create an optimal balance of risk and return based on your comfort level.
Strategy Development: Client and Advisor Collaboration
Our team will design a portfolio with you in mind. Whether you are looking for capital appreciation, minimal fees, income in retirement, or all of the above, your goals are our focus.
Implementation of Optimized Portfolio
Where thought and action meet. Choosing from the universe of investment products to create a synergistic, diversified portfolio is our specialty.
On-going communication and tactical changes
Life changes, so do your investment needs. As global markets move, your portfolio needs to be dynamic. Strategic changes are made relative to changes in your life; tactical shifts are made relative to the global landscape.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.