Our investment process is tailored to the individual needs of each of our clients. We follow the below steps to ensure optimal planning and investment management is achieved.
- Initial Consultation: Free of charge, this meeting allows us to get to know you, your goals, your desires, and get a grasp of your financial resources and assets at-hand.
- Strategy Proposal: We will then create and investment strategy, based on research and market knowledge that we believe is positioned to best suit your needs. This may include various account types and the investments may include stocks, bonds, mutual funds, ETFs, or outside money managers.
- New Client Onboarding: Once a decision has been made, we will begin the account opening process, fund accounts, and transfer over applicable outside accounts.
- Ongoing Management: After implementing our strategy, we will meet regularly to ensure your goals, objectives, and strategy are all working together effectively.