Our Investment Process
Step 1
Together we develop long-term, forward-looking risk and return assumptions that lay the groundwork for setting return objectives and assessing risk expectations based on your overall plan., your investment goals and risk tolerance.
Step 2
Collaborating with you, we construct asset allocations designed with your personal investment objectives and tax considerations in mind.
Step 3
We select experienced asset managers with a demonstrated ability to prepare an investment plan for you.
Step 4
We review each element of the program in an effort to ensure that policies are being implemented, managers are adding value, and risk is being controlled.
Step 5
You receive full disclosure through education about risk and through reports of all fees and performance.
Step 6
We will rebalance your portfolio annually and make any necessary money management changes if the situation warrants.