Our Process

We work in partnership with you. Our process is dynamic, collaborative and continuous. We work together every step of the way. Here is what you can expect:

Step One: Discovery

We assess your total financial picture:

  • Your objectives
  • Your personal balance sheet
  • Your current assets allocation
  • Your tolerance for risk
  • The time horizon associated with each of your goals
  • Self-assessment questionnaire 

Step Two: Planning:

We strategize to create a comprehensive plan:

  • Reviewing fundamental investment principles against your goals
  • Identifying opportunities
  • Selecting appropriate asset classes and diversification strategies
  • Choosing risk management strategies to help manage concentrated stock positions
  • Defining performance benchmarks

Step Three: Strategies:

We make it happen, and we make easy for you:

  • Selecting investment products and managers
  • Considering personal and charitable trusts
  • Exploring lending strategies to improve cash flow

Step Four: Monitoring:

Your goals, your personal situation and market conditions change over time. Managing change is an integral part of what we do. We review and rebalance your portfolio on an ongoing basis:

  • Monitoring your portfolio performance
  • Evaluating progress
  • Reviewing objectives
  • Adjusting strategies as needed