Our Disciplined Investment Process
We have a clear process to understand your goals and customize a personalized recommendation.
- Identify your goals, values, dreams, concerns/challenges
Develop Investment Strategy
- Determine risk tolerance
- Analyze current investment portfolio
- Develop asset allocation strategy
- Portfolio construction
Investment Strategy Meeting
- In-person meeting to present recommended investment strategy
Executive Investment Strategy
- Open new accounts
- Transfer existing assets
- Conduct trades to execute agreed-upon Investment Strategies
- First statements
- Organization of paperwork
- Set-up online account access and review online resources
Develop Wealth Management Plan
- Comprehensive Financial Planning
- Retirement Planning
- Education Planning
- Charitable Giving
- Succession Planning
Ongoing Management and Monitoring
- Develop schedule for review meetings
- Monitoring of asset management
- Changes as needed
We know every client’s situation is unique. At times, this process may be modified to better suit the needs of an individual or household.
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We’re here to answer all of your questions.