What We Do
We provide customized investment advisory solutions to our clients. This is achieved through continuous personal client contact and interaction while providing discretionary investment management and investment consulting services. Our investment managers work with each client to identify their investment goals and objectives in order to create a suitable and appropriate portfolio. Our Investment Process is simple, direct and efficient and includes the following steps:
Step #1 Firm Introduction
Step #2 Develop Client Profile
Step #3 Establishment of Investment Policy Statement
Step #4 Develop and Approve Asset Allocation Plan
Step #5 Portfolio Construction
Step #6 Ongoing Investment Management
The foundation for the portfolio will be an asset allocation strategy that balances risk and reward and incorporates your goals, objectives, risk tolerance and investment time horizon. The principle behind this foundation is that different assets perform differently in different market and economic conditions. A properly executed asset allocation plan should provide diversification and reduce overall risk in terms of return variability for a given level of expected return.
Together, we will use our Portfolio Builder to determine the appropriate strategic asset allocation or the asset class mix that best suits YOU. How do we calculate peace of mind and how should your investing psyche impact your plan? Our Portfolio Builder will help you answer these and other questions for yourself.