Our Investment Process
Over our 30 years, we have developed and refined a wealth management process. We have given this process a name, we call it the OAK process. OAK stands for Open Discussion, Assessment, and Knowledge and it is the cornerstone of every decision we make.
Our goal is to work with our clients to help them make smart financial decisions. In order to do so, we begin with understanding the individual, family, business, or endowment we are working with. The goal of the Open discussion meeting is to obtain information regarding all aspects of the client’s financial well-being. We gather this information and put together a complete investment plan which we will use as the basis for our investment recommendations. Only when we fully understand the client’s goals and finances can we begin working on a plan, and subsequently provide appropriate investment recommendations.
We guide our clients through each step in our process and we set time aside to answer any questions. We believe that working with informed clients brings confidence in knowing their investments are working towards their goals.
Our goal is to work with our clients to help them make smart financial decisions. In order to do so, we begin with understanding the individual, family, business, or endowment we are working with. The goal of the Open discussion meeting is to obtain information regarding all aspects of the client’s financial well-being. We gather this information and put together a complete investment plan which we will use as the basis for our investment recommendations. Only when we fully understand the client’s goals and finances can we begin working on a plan, and subsequently provide appropriate investment recommendations.
We guide our clients through each step in our process and we set time aside to answer any questions. We believe that working with informed clients brings confidence in knowing their investments are working towards their goals.