Managing with expertise…realizing the dream.
A sound investment program can mean the difference between achieving your financial goals or coming up short. As a professional wealth management firm, we use a disciplined process to create a sound program for every investment management client.
Working closely with you, we begin by preparing a comprehensive financial plan, defining your goals, financial circumstances and risk tolerance. Then, we tailor an Investment Policy Statement for your portfolio. It describes the strategies to be used in helping you to achieve your objectives. It provides guidelines for selecting investments and diversifying your portfolio. In other words, your Investment Policy Statement serves as a blueprint for managing your portfolio.
Then, we help you to establish your investment account with a custodian. Your custodian will hold your securities, execute transactions on your behalf, and perform a variety of administrative duties. Once your account is established, we begin to manage your portfolio according to the agreed upon Statement.
Although we monitor your portfolio continuously, we prepare a formal written review of your portfolio each quarter. And, we keep abreast of your evolving goals, financial circumstance and risk tolerance through regular communications with you.
No firm or person can guarantee that you will achieve your investment objectives. But, we can assure you that we will continually strive to help achieve your objectives through sound investment management.