Discovery
To start off your partnership, Jeff works hard to understand you, your desires, your values and what has motivated you to set a course for a long-term partnership together. You will discuss factors such as return objectives, income needs, time horizon and tolerance for risk to ensure that your portfolio is guided according to what matter most to you.
Careful planning
Here, the basic guiding principles for building and managing your portfolio are established and documented in an individualized blueprint for building and protecting your wealth. This plan incorporates a comprehensive financial and estate plan and investment allocation strategy that will provide a flexible framework for your portfolio going forward, and ensure your needs are understood and addressed.
Portfolio implementation
Next, Jeff goes to work. He determines the appropriate mix between stocks, bonds and other asset classes for a fully customized portfolio, working together with the firm’s investment strategists and research analysts. He presents his allocation to you, prioritizing your understanding of your strategy in action.
Frequent communication
Jeff holds regular meetings and touchpoints with you to ensure that your strategy remains on track as your needs and the markets evolve. This also helps maintain your confidence in the direction and management of your portfolio.
Ongoing discipline
Using the right tools, specialists and resources, Jeff and his team monitor your portfolio closely, sticking to your overall investment strategy, but adapting as necessary to meet changing market conditions.
