The Hull formula for managing and preserving wealth

Clients are our first priority, and this becomes obvious in our process for working with you. Our team takes a comprehensive review of your life and what matters to you before any planning begins. Once a strategy is in place, we act as the financial quarterback, collaborating with your other professional advisors such as an accountant or attorney in carrying out the plan in a coordinated fashion. We will progress through four steps:

  • Step one: INTERVIEW
  • Step two: FINANCIAL PLAN
  • Step three: ASSET ALLOCATION
  • Step four: ONGOING REVIEW

Portfolio review

Often, clients come to us with a fully developed portfolio. In those cases we will undertake a thorough review of the portfolio and suggest any adjustments in light of your short- and long-term goals as well as your timeline and tolerance for risk.