Discover if We’re Right for You
Our investment process helps define what it will be like working together as we better understand your goals, needs and aspirations for your portfolio and your life. As a hardworking professional, you have limited time to spend on your finances, which is why our approach remains as straightforward and intuitive as possible.
— Step 1
Understand Your Needs
— STEP 2
Establish Objectives
— STEP 3
Implementation
— STEP 4
Reporting
— STEP 5
Results & Benefits
We’ll begin by establishing your objectives, goals and investment horizon as they pertain to your portfolio. In addition to defining your risk profile, we’ll take time to understand your family needs and long term goals.
Next, we will determine your return expectations and your role as it relates to your total net worth. Concentration will be based per asset class, geography, sectors and investment. We will discuss the proportion of liquid net worth in different asset classes and the types of investment vehicles to use.
Together, we will discuss any interest in alternative investments, which provide an uncorrelated risk and return profile to financial markets. For more aggressive clients, we will go over tactical, event-driven opportunities available and define an institutional level of execution to obtain the best possible outcome for you.
Over time, we will conduct periodic revisions of your investment plan, as needed. With continuous communication, we strive to comply with your needs and expectations. You can expect a monthly review of your portfolio’s performance and possible risk in order to ensure you remain on track.
Our relationship will continue by establishing clear expectations and defining your overall objectives for your portfolio. We will go over any outstanding documentation and provide a disciplined approach to handle any concerns if and when results do not meet expectations.
Connect With Us
From our first interaction, we strive to become your partner and ensure your comfortability in confiding in us. Your needs, worries and future plans will help us develop a portfolio that is specific to who you are.
Whether you are ready to begin or have questions regarding the scope of our services, we encourage you to give us a call, send an email or use the submission form below to begin.
