HERE’S HOW WE DEVELOP YOUR INVESTMENT STRATEGY:
There are multiple steps involved to find the right mix of upside while factoring the market’s unpredictability. We’ll first work with you to complete an Envision® plan.
From there, we take action by:
Analyzing security filings that meet our strict selection criteria in a timely fashion.
Referencing recent research from more than 120 analysts of individual companies on an ongoing basis
Comparing data against our in-house strategy checklist that we update frequently
From there, we generate multiple portfolio possibilities based on your goals and risk tolerance.
These portfolios have different purposes, with different weights across market sectors that we adjust as needed to help you feel confident financially.
But that’s just the first step in our relationship.
We make sure to take the time to review your options with you while covering the pros, the cons and the projections of each, along with our definitive recommendation.