Our Process

We always work with your best interest at the forefront.. 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 easy for you by helping you make it happen:

  • Selecting investment products and managers
  • Considering personal and charitable trusts

Step Four: Due Diligence:

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 the market in relation to your account holdings
  • Evaluating progress
  • Reviewing objectives
  • Adjusting strategies within your portfolio that may be appropriate based on current conditions

Asset allocation, diversification and rebalancing do not guarantee a profit or protection against loss.