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Our Process

Our Process With Clients

Our process is technically based and includes the following steps:

1.

Information gathering and learning about clients short- and long-term financial goals

2.

Preparing a Personal Wealth Analysis based on information gathering and meetings and discussions with clients

3.

Evaluating short- and long-term investments considering objectives, timeframe for needing money, and acceptable level of risk

4.

Developing a written investment strategy using institutional level money managers, exchange traded funds, mutual funds and alternative investments where appropriate

5.

Implementing the strategy with scheduled reviews including making adjustments as needed based on economic parameters, valuations, and interest rate direction

6.

Client Review meetings to review and update the Personal Wealth Analysis based on changes in financial conditions and needs

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Working with Us

Clients can expect a technically based approach in our investment strategy customized to our individual clients while providing responsive service. Clients can expect immediate response from our team on administrative tasks, and returned calls from our Financial Advisors typically within an hour and at least by the end of the day.

We also expect our clients to return our calls and requests in a timely manner so that we are all working as efficiently and productively as possible to provide a very high level of service to our client’s needs.