Client Due Diligence:
Through listening and identifying your unique objectives, circumstances, and concerns, we will utilize a thorough discovery process in beginning a collaborative relationship with you.
Development:
Through further analysis of information gathered above, we will assist you in creating a comprehensive and objective plan inclusive of an investment policy statement. Scripting this path will provide a framework for moving forward and prove instrumental in future investment and planning decisions. We do not subscribe to a "one size fits all" or "cookie cutter" approach here. We set target asset allocations ultimately based on our client's income, liabilities, liquidity needs, risk parameters, and goals.
IMPLEMENTATION:
The beginning steps to implementation typically include investment manager research. We consider long term performance track records, down and up market capture, peer comparisons and many other manager metrics. We receive no compensation from managers we select eliminating any conflict of interest. Further implementation activities include tax analysis and planning for any portfolio changes as well as execution of trades to bring your portfolio in line with your plan.
Review and Analysis:
We will provide you with customized reports to ensure greater transparency and understanding regarding your portfolio performance as well as your overall consulting and planning needs and progress.
Monitor:
We will also continuously monitor and review your portfolio with you to ensure alignment with your objectives as inevitable market conditions and opportunities evolve. We subscribe to a discipline rebalancing process.
