The four-step Portfolio Approach
The basis of long-term, successful money management, the Portfolio Approach is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life.
There are four steps to the custom Portfolio Approach:
Step 1 : Understanding your needs and goals
Our first and most important job is to listen to you and understand your needs and dreams for the future. We will take the time to understand your specific investment goals, such as saving for retirement or financing a business, and the timeframes available to achieve them. In addition, we will consider your return expectations and tolerance for risk. This “discovery process” doesn't end here—as time passes, and your situation changes, we will work with you to ensure that your investment strategy remains current.
