Bill's Approach to Wealth Management

  1. Bill meets with you to discuss which type of investment account is right for you: advisory account or a discretionary investment account. (Click on each to learn more.)
  1. Bill prepares an Investment Policy Statement for you, which details your investment objectives and personal and financial situation. This document is the framework for your investment portfolio and the allocation of funds among the three main asset classes - cash, fixed income and equity. 
  1. Bill will review regularly your personal and financial situation, Investment Policy Statement and portfolio. The investment process is ever-evolving and your Investment Policy Statement, portfolio, personal situation and the markets are continually monitored to see what, if any, changes are needed.