We take a “listen and learn” approach very seriously to fully understand and address our clients’ immediate concerns, while staying focused on long-range portfolio planning. This is accomplished by comprehending each client’s goals and then adhering to personal considerations including investor age, time horizon, risk tolerance, 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 each portfolio, and follow up with our clients so that their desired outcomes are achieved.