Our Investment Procedure

 
Our Investment Team | Investment Philosophy | Investment Procedure | Commitment
STEP ONE:
ESTABLISH OBJECTIVES

We believe client relationships are partnerships. Our entire planning process focuses on you. It is only after we understand your financial needs and lifelong goals that we can offer the right guidance to help you pursue your vision for the future.

STEP TWO:
CREATE INVESTMENT STRATEGY

We provide you with the framework for a long-term plan, and identify the appropriate investment solutions to implement the financial strategies we discuss. We use sophisticated, customized solutions to carry out each investment strategy. We will use your other trusted professionals such as CPA's, Estate Attorneys and Insurance professionals as part of our team.

STEP THREE:
IMPLEMENT LIFE PLAN

Then, we help implement a plan that encompasses a variety of strategies to accumulate, preserve and transfer wealth.

STEP FOUR:
ONGOING REVIEWS

We monitor your investments on a regular basis relative to short-, intermediate-, and long-term goals, and against the broad backdrop of market and economic conditions. The planning process is an ongoing partnership characterized by monitoring and discussing progress, exploring new ideas and adjusting your plan as needed.