The investment plan for each individual becomes the roadmap for achieving short-term and long- term goals. We have a systematic process that ensures discipline as we identify strategies that work together toward solving your financial needs. The following steps provide the framework for developing each individual plan.
Process:
Understanding: First we listen to make sure we understand your cash flow and growth goals and the amount of risk that is acceptable to achieve your objectives. Our goal is to make you comfortable with the investment process. We also familiarize you with the capabilities of your service team who is committed to your future success.
Design: We take your feedback and develop a program that reflects the growth and risk characteristics needed to fulfill the investment plan. Your asset base and investment experience help dictate the strategies employed. We often collaborate with your accountant and attorney to assure your plan is fully integrated.
Implement: Putting a program to work is the result of understanding the facts and risk limits for our client. Whether we are investing cash or taking over an existing portfolio, we are mindful of tax considerations and valuations in the market. Each situation is different and we act with appropriate stewardship when putting money to work.
Monitor and Adjust: Upon plan implementation, we continually review your progress towards your objectives. We provide you with paper and/or electronic statements, as well as, periodic reviews. The financial markets never rest and individual’s plans change over time, so there is constant need for updating goals. We may also need to adjust the type of investment vehicle as a result of market dynamics.
Our discerning clientele count on us to handle substantial and complex assets.
