THE INVESTMENT PROCESS
Our investment plans are highly individualized. The process is structured as follows:
- Through an investment questionnaire, meetings and educational materials, we attempt to learn your goals, financial picture and risk tolerance.
- We then analyze the information you have provided us to develop a recommended asset allocation.
- In a subsequent meeting, we present our allocation and refine it as necessary. Once the allocation is accepted, we recommend specific investments to fulfill the allocation.
- We invest your assets in those investments over a six to twelve month period.
On an ongoing basis, we monitor the performance of your investments and changing economic and market conditions, and make adjustments as necessary to your portfolio.
On a periodic basis we report your investment results to you and meet with you to discuss your investment performance and any changes that need to be made.