Recommendations.
Based on your needs, tax status,
account types, experience, and personality, we will
recommend either a Tactical Asset Allocation (dynamic) or
a Strategic Asset Allocation (static) that is consistent with
your specific risk tolerance and objectives. (If we feel we
are not the best fit for each other, we will even refer you
to another investment professional who can better serve
your needs.)
Transition.
We’ll be with you every step of the way. From
the first account application to the transfer of assets, and
on to the first transaction in your account, we will handle
everything
.
Portfolio Management.
Your portfolio will be monitored
on a daily basis to ensure it continues to meet your
directive. Any portfolio we create will always be liquid and
transparent. This flexibility is most useful as your needs
change, or as market conditions warrant revisions in your
portfolio.
You maintain control of your money.
We act as stewards to help you achieve
your goals and dreams.
Discovery.
For us, it all begins with a conversation. We’ll
work with you and take the time to fully understand your
investment needs and objectives so we can best match
you with the services that will be most beneficial.
Risk Tolerance Assessment
.
We conduct an in-depth,
proprietary, assessment of both your ABILITY and your
WILLINGNESS to take investment risk. We carefully examine
many contributing variables related to your anticipated
cash-flows, as well as your personality, so you can better
understand what is driving your risk tolerance – and how
it may evolve in the future. The result is a quantifiable
and measurable risk directive. While, ultimately, it is your
decision as to howmuch risk to takewith your investments,
we are here to provide insight and guidance to help you
make the best decision possible.
Our
Process
