Investment process
Our investment process starts with you.
The investment solution is a product of your strategic asset review and financial plan. This is where we look at your business and family dynamics to build a plan to achieve your future goals.
Through this process we determine:
- Your overall asset allocation and risk tolerance
- Current and future tax considerations
- Optimal asset location
With this information, we create an Investment Policy Statement (IPS), which provides guidelines to investing your money. The IPS is signed by your family and our team, and is monitored by a third party to ensure the guidelines are followed.
