A Disciplined Investment process
A portfolio custom-tailored to meet your investment objectives while recognizing your willingness to accept risk and a process flexible enough to respond to changes in your objectives, but disciplined enough to maximize your financial returns.
Step 1 - Learning About Your Needs
The first step is to determine exactly what your goals and objectives are,
within the context of your overall financial situation. We look at factors
like your values, lifestyle, time horizon and tolerance for risk.
Step 2 - The Investment Policy
We will then evaluate your portfolio and your current situation. With a
thorough understanding of both your financial circumstances and profile
as an investor, we are able to estabilsh basic guiding principales for your investment strategy.
Step 3 - Fix Parameters
Once you approuve your Investment Policy Statement, we use it as a roadmap to structure your portfolio. With your input, an appropriate mix between bonds, stocks and cash will be determined. Working with our
firm's leading investment strategists and equity markets analysts, we will then recommend the most appropriate securities for your diversified portfolio.
Step 4 - Staying Focused and Monitoring
Since economic and market conditions are always changing, it is imperative to always stay focused on the plan and monitor your portfolio. From time to time, we will recommend changes in your asset mix or security selection. It is also important to review your portfolio as your personal situation changes.
