This is where we get to know each other. It may take one meeting or it might take a few. You share your goals for your financial future, we share how we can help make them a reality. After this meeting we both make a decision whether to work together.
The foundation of our Investment Management Process depends on a clear understanding of your objectives and your comfort with market risks and volatility. Our in depth discovery process, creates a detailed snapshot of your personal risk tolerance. This ensures we can customize your investment strategy fit your unique level of comfort.
Once your risk assessment is complete, we begin crafting an allocation custom suited to your goals. We create hypothetical projections based on historical performance so you can get comfortable with the proposal. Together, we make any adjustments and alterations needed so you can feel that the strategy truly fits you.
With your asset allocation set and financial plan approved, we to begin implementing the strategy. Depending on the sophistication of your strategy and amount of your investment, this could take as little as a few days to as much as a number of weeks. This is part of our Fiduciary Duty, to ensure that every investment decision is in your best interest.
Life doesn't remain static, it changes every day. As your advocate in the financial world, we continuously monitor your investment plan, re-balancing as necessary, to make sure you have the greatest chance of financial success.