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A Disciplined Process

For high-net-worth investors, our process begins by gaining a thorough understanding of your unique circumstances, investment objectives, risk tolerance, and time horizon for each of your goals. Our team then develops a prescriptive action plan through customized analysis. We then lead our clients by executing the plan we develop and maintain the plan through a high level of client service.

For nonprofit investors, we collaborate with our affiliates at the Outsourced Chief Investment Officer (OCIO) platform in order to utilize extensive market research that helps customize your overall portfolio and implement unique and timely investment opportunities. This disciplined approach then allows you more time to focus on your organizational mission.
Process

STEP 1: Initial Assessment

Our extensive investment process begins with a comprehensive profile of your current financial resources, liabilities, tax exposure and investment objectives including transfer of wealth and/or succession. We collaborate with you to identify any gaps that exist between key areas and work to help you develop a strategy to eliminate these omissions so you can more efficiently achieve your objectives and mitigate your risks. This profile serves as a road map of your goals and risk tolerance, and the basis for subsequent investment recommendations.

Our Process

STEP 2: Developing Your Plan

After in-depth analysis, we create a strategic plan designed to help pave the way for you to succeed financially. Our superior attention to detail provides direction and discipline. We collaborate with you to prioritize your goals and balance those goals with potential outcomes.

Our Process

STEP 3: Delivering Your Plan

We meet with you to review recommendations that are designed to help enable you to live the life you are planning. All steps necessary to implement your plan are reviewed, and then final adjustments are made to the customized plan.

Our Process

STEP 4: Plan Implementation

Our team carefully transitions assets into the agreed upon plan, taking into account tax ramifications, strategies for concentrated positions, holdings you prefer to maintain, and current market conditions.

Our Process

STEP 5: Plan Review

It is essential to regularly review the plan and evaluate it toward established goals, adapt to changing conditions and manage risk. As the plan is implemented over time, life and market conditions may change, requiring revisions in an effort to stay on course toward defined goals.

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