We would love to talk with youSchedule an Introductory Meeting
Our process starts with comprehensive goal planning. Our approach to managing client assets is rooted in the following core strengths:
- We determine where you are and what your goals are. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, time horizon, tax situation, and other constraints. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification
- Disciplined portfolio management. Based on the specifics of each client’s situation; we provide exposure to an appropriate mix of asset classes. We also seek to provide diversification within each asset class – across sectors, industries, countries, and fundamental risk factors.
- We diligently monitor your portfolio. When implementing a client’s investment strategy, we do not use one-size-fits-all automated rebalancing programs. We diligently monitor asset classes and individual companies daily and actually look at our client portfolios on a regular basis, particularly when new positions are added or existing positions sold.
Step 1. 20-Minute Call
Step 2. 1st-Meeting: Discovery
Step 3. Review Assessment
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Step 4. Think About It!
Step 5. Implement Plan
We walk through your account, website login and answer any questions that you may have.
Step 6. The 90-Day Review
We’re here to help.
We know getting started is a big step. We are looking forward to listening to what you want to accomplish and sharing how we can help.