Our Process and Philosophy
A comprehensive investment process
Discover who you are by…
· listening to you about your goals now and for the future, your perspective on risk and liquidity needs.
· gathering your information and documentation.
· opening dialogues with your accountant, estate attorney or other financial professionals, if needed.
Propose a strategy for you by….
· using the information, you have confided in us to create a personalized plan tailored just for you.
· finding an investment portfolio designed for you.
· working together and schedule updates and/or reviews based on your needs.
Implement your plan by…
· acquiring your approval of your proposed plan.
· phasing in the investment recommendations meant for you.
· reviewing your client statements and goals as needed.
Review your progress by…
· making sure we are addressing your goals and the plan.
· adjusting the plan investments when needed.
· helping you navigate life changing events to keep your goals on track.
Our consistent and enduring investment beliefs
We will continue to have a bull and bear market and as we do these principles will guide our investment decisions in all markets.
Tax-efficient investing
Alignment with the plan
Maintaining objectivity
Manage risks
Be cost conscious