We take the time to meticulously gather information and understand our clients’ goals and investment objectives. We believe this is a critical part of the investment process. Comprehensive understanding of the clients’ situation leads to the optimal investment plan and investment portfolio.
We prepare an investment plan to achieve our clients’ goals. Here we take the time to combine information specific to the client with industry leading tools to develop a customized investment plan.
The next step in the process is to build a customized investment strategy which the client and we agree on in order to achieve these goals. We believe each situation is unique and that every portfolio needs to be tailored to our clients’ situation. Our portfolios balance growth needs, income needs, risk tolerance and tax situation.
Finally, we manage the portfolio daily, making ongoing changes to the portfolio for performance, risk and capturing tax loss opportunities.