As an independent fiduciary adviser, we create customized investment strategies to help build, preserve, and transfer our client’s wealth. We are committed to helping individuals, families, businesses, foundations, and endowments work towards their stated goals and objectives.
Step 1 – Discovery
We meet with you to gain an understanding of your current personal, professional and financial goals, in addition to defining your investment objectives, time horizons and risk tolerance.
Step 2 – Education
After we assess your personal situation, we discuss the risk/reward characteristics of various asset classes and their potential to positively contribute to your overall portfolio.
Step 3 – Recommendations
We present our recommended strategy to you, which incorporates an optimal selection of investment vehicles designed to help you pursue your stated goals and objectives. This is known as your asset allocation.*
Step 4 – Implementation
Once you have a clear understanding of how our recommended strategy will help you pursue your goals and objectives, your unique plan is constructed and aligned with your future needs.
Step 5 – Active Management, Monitoring and Communication
By monitoring your cash flow and net worth on an ongoing basis, we help ensure that your strategy effectively meets your needs. We also frequently communicate with you to learn about any changing priorities or refocused goals that would require an adjustment to your plan.
* Asset allocation does not ensure a profit or protect against a loss.
