Investment Management and Asset Allocation

The Advisors offer investment management through a six step process:

  1. We focus on listening to your stories, concerns, and plans to develop your unique investment goals.
  2. We substantiate your risk tolerance.
  3. We evaluate your current accounts, checking to see if they adhere to your risk tolerance.
  4. We develop an Investment Policy Statement (IPS) that is unique to you. This plan establishes suitable objectives, reasonable expectations, and formal asset allocation guidelines.
  5. Using the IPS as a guideline, we develop, recommend, and help you implement a target portfolio of investments allocated according to your risk tolerance.
  6. We evaluate and monitor your portfolio on a regular basis to ensure that your objectives are being met, and communicate with you regularly via face-to-face meetings, monthly and quarterly reports, and year-end tax documentation.