Rigorous, strategic and risk-averse, our investment advisory process is driven by carefully considered objectives. Our practice is focused, pro-active and responsive.
Our process encompasses eight (8) investigative and executional steps:
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Discovery – We develop an understanding of your goals, both personal and financial.
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Financial Planning – We prepare an analysis of your total financial situation.
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Will & Estate Review – We help you address your estate planning concerns and goals.
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Insurance Analysis – We help you protect what you have worked hard to build.
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Investment Policy Statement (IPS) – This is the blueprint for your investment strategy.
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Investment Proposal – This is your recommended investment plan, approved by you.
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Ongoing Services – We track portfolio performance and give you timely updates.
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Regular Reviews – As your needs and markets evolve, we adjust your plan accordingly.
As part of our investment and wealth building process you will receive detailed account statements, portfolio review statements, transaction updates, and tax reports.
