Creating your personalized investment portfolio

requires an orderly, defined process

We believe that two elements are essential when creating and managing your unique investment portfolio – sound wisdom and dynamic skill. Think of it as building a vessel designed to take you from the life you enjoy today to the future you’ve envisioned. This vessel must be solid enough to endure and nimble enough to adapt.

Following a strategic, hands-on investment planning process, we will work with you to design a portfolio to your unique specifications and then help you “steer” it – navigating the course and responding to changing conditions alongside you.

  • Understand

    Our process begins with a discussion – we will ask about your investing experience and learn about your expectations for returns, your needs for cash flow or investment income, and your comfort with risk and your current portfolio.

  • Analyze

    Based on what we learn about you and your goals, we will conduct a thorough analysis of your current portfolio holdings and of the current financial markets – the opportunities and the headwinds.

  • Design and Implement

    After surveying the financial climate and your available options, we will design a customized investment portfolio, present you with our recommendations and, with your approval, invest.

  • Manage

    Moving forward, we will carefully and consistently monitor your portfolio's progress to help ensure that it adapts to changes in the markets and in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement and communication of any significant changes in your life.