Process
We take the “listen and learn” approach very seriously in order to fully understand and address our clients’ immediate concerns while staying focused on their long-range portfolio planning. This is accomplished by demonstrating a mutual understanding of each client’s goals and then adhering to their personal considerations including investor age, time horizon, risk tolerance, the purpose of funds, tax ramifications and other relevant economic issues.
1. Listen and Learn
In order to design a personalized portfolio to help our clients achieve their financial goals, we must first effectively understand each client’s financial objectives.
2. Understand and Recommend
Once our client’s financial goals and objectives are clearly defined, we then present an individualized strategy designed to achieve those goals.
3. Implement, Review, and Monitor
Once the portfolio and recommendations are established, we implement investment recommendations, regularly review the portfolio(s), and follow up with our clients so that their desired outcomes are achieved.