To us, a one-size-fits-all, cookie-cutter investment portfolio doesn’t really fit anybody. How could it? Everyone is unique in their goals, needs, concerns, family dynamics and financial scenario. This is why we truly customize a financial plan and investment portfolio for every client. This is how we choose to work – and here is how we go about it.
Our first order of business is gaining a thorough understanding of your personal goals, financial situation, knowledge of investing and appetite for risk. So that you can get the full benefit of our group’s expertise, we try to conduct these initial meeting with all three principals present. We’ll make you aware of our capabilities and explain the services we offer that can help you meet your objectives. This is deliberately the most time-intensive part of our process.
Once we know you well, we’ll begin the important tasks of crafting your investment portfolio and creating your financial plan. We’ll collaborate with your CPA and attorney to help ensure that everyone is on the same page and informed decisions are being made on your behalf. We’ll custom-build your portfolio using a carefully selected mix of equities and fixed income investments, present our recommendations to you, answer your questions, consider any alternatives and outline the steps we need to take to implement your plan.
With your approval, we will execute your customized strategy, transfer any existing accounts, prepare all the documents and handle the necessary paperwork. We will show you how to read your monthly statement and how you can access your account anytime online.
Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting regular reviews. A key to this step is your involvement and communication of any significant changes in your life.