OUR INVESTMENT PROCESS
We work closely with our clients to develop and maintain an investment strategy that is designed to help you achieve your financial goals. Effective investment management is an ongoing process that allows our team of professionals to tailor a plan that can adapt to market fluctuations and changing life circumstances. Our investment strategy process includes the following five important steps:
- Understanding You — We listen carefully to identify your personal financial goals, risk tolerance, and time horizon.
- Structuring Your Portfolio — This step involves determining the proper asset allocation and diversification for your investment portfolio based on your needs and goals. We collaborate as a team to customize your portfolio.
- Selecting Optimal Investments — Next, we recommend appropriate investments for your portfolio, which may include a combination of stocks, bonds and/or mutual funds. We use the approach of shared ideas to select each investment.
- Proactive Communications — We communicate with you on a regular basis in order to understand and act on “new news.” We also strongly encourage you to contact us anytime to discuss changes in goals, finances, etc., so that we can factor appropriate new strategies.
- Monitoring Your Portfolio — We conduct regular portfolio reviews and respond to changes that may call for adjustments and updates in your investment plan.
Your customized investment plan will reflect the best ideas from our team, and it will be used to plot a course of action for achieving your goals. We view your plan as a living document that must be adjusted as your life evolves.