A Consistent and Personalized Investment Process

Coordinating the specialists, knowledge and resources to manage wealth

  • Understanding risk and cash flow requirements
  • Understanding your financial goals, potential obstacles and preferences
  • Identifying your interests, if any, in our High Net Worth services beyond investing
  • Gathering documentation
  • Opening dialogues with your accountant,Trustee and attorney, as required
  • Personalized strategic plan
  • Investment portfolio
  • High Net Worth services
  • Implementation and transition schedule
  • Working together on briefings and reviews
  • Initiate the strategic plan
  • Phase in the investment recommendations
  • Enroll in High Net Worth services (if required)
  • Send transfer forms, consolidate assets
  • Review the forthcoming client statements
  • Monitor progress according to the plan
  • Adjust the plan and investments when needed
  • Inform you, your accountant, Trustee and attorney of anything you should be aware of
  • Help you navigate your options