Our process will give you the confidence of smooth sailing because it is based on our many 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 will 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 your directions, chart a course and set your bearings for success.
Clearly establishing your goals is the first step in turning your dreams into your future reality. You will receive a written copy of what you have told us 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 is possible 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
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 toward achieving your goals.
Together we will ensure your plan navigates the financial headwinds as smoothly as possible with regularly scheduled check-ups, and be in contact with you any time there are shifts in the investment waters.