The Advisory Process



Define Goals & Priorities

•  Clarify your specific investment needs and goals

•  Determine your financial requirements, time horizons, and liquidity concerns


Create Strategy

•  Define your financial objectives, past investment experience, the amount of risk you feel comfortable assuming, and your expectations

•  Develop a clearly defined plan for pursuing your financial objectives. This strategy helps guide the selection of professional investment managers and the   best mix of asset classes for your investment needs

 

Implement Investments

•  Identify investment strategies that can best meet your goals


Monitor Life Cycle Changes & Investments

•  Track the progress of your portfolio towards your investment goals

•  Review and adjust investment decisions brought on by life changes