Your Plan should be ship tight!
Our process will give you the confidence of smooth sailing because it is based on years of experience as accredited investment professionals. We take the complex and make it simple. You will benefit from our passion for what we do and our team of experts who help you implement, monitor and adjust to your needs with a set of proven strategies.
Understanding Your Requirements We believe that all successful client/advisor relationships are based on trust. You are trusting that we will protect and build your wealth. We will listen to you directions, chart a course and set your bearings for success.
- Your goals Clearly establishing your goals, is the first step in turn your dreams into your future reality. You will have a written copy of what you have told us that you want to achieve including the parameters that we will be working within on an Investment Policy Statement.
Establish your current financial position You need to know where you are today in order for us to help you achieve what's beyond the horizon.
Setting Your Bearings You will receive clearly written recommendations to help you navigate a course for both your short and long term goals.
Providing a set of investment parameters for all clients is expected. However, we also understand that there are times when it's possible to benefit from a niche in the market, and we will take advantage of those market variations when the time is right.
David W. Ellis
Your Strategies With a good understanding of your requirements, your goals, and where you are today our experts will systematically complete the tasks that are necessary for you to have a successful journey in achieving your goals.
- Measuring Your Progress Together we will ensure your plan navigates the financial head winds as smoothly as possible with regularly scheduled check-ups and be in contact with you any time there are shifts in the investment waters.
As the winds change we will adjust your sails so that you stay on course to meet your goals.