Wealth Planning

Our Wealth Management Process

 
 

We introduce you to our team and business model to ascertain whether our personalities and approach align with your objectives. We ask questions to gather insight into your family, financial history and future goals, risk tolerance, time frame, and overall financial objectives.

We work closely with you to construct a customized investment profile that identifies the appropriate asset allocation. Based on your asset allocation, we implement an individualized investment plan.

Phone calls and meetings are scheduled at regular intervals which are discussed early in the process. These can be adapted to meet your needs. Early on, a meeting is offered to review your first monthly statement so you can comprehend the information provided.

We closely review overall market trends, economic conditions, and investment performance from quarter to quarter and make adjustments to your portfolio as needed. A team of investment professionals is dedicated to the daily reviewing of market activity.
    "Clients Come First"

We follow a well-defined, time-proven process to increase the probability that investors will meet their financial goals. Our asset management process is a four-step process utilized by successful investors to enhance their returns and reduce their investment risks. We provide the resources to deliver these benefits in a convenient, cost-efficient manner.

STEP ONE: SET YOUR ASSET ALLOCATION
An asset allocation is determined based on your needs and objectives as identified in your Risk Tolerance Questionnaire (RTQ). This maximizes your investment returns relative to your risk tolerance through carefully planned asset diversification of your portfolio.

STEP TWO: SET YOUR INVESTMENTS
We compile your portfolio with investments chosen through our analytical screening methods. We choose investments that we believe are an appropriate match to your asset allocation.

STEP THREE: RESEARCH & REVIEW
Your portfolio is carefully reviewed to ensure that it remains consistent with the asset allocation you have selected. We compare the portfolio with appropriate benchmarks to make sure the portfolio remains aligned with your investment objectives.

STEP FOUR: REPORT THE RESULTS
Tracking and reporting investment results allows you to periodically measure your progress. Our clients receive consolidated portfolio statements that provide the detail required for meaningful understanding of investment results.