The Protocol

After you've completed our profile, we'll spend approximately one week using a number of sophisticated analytical tools — including The Monte Carlo Simulation, a dynamic financial forecasting method — to perform our own analysis of your investments. We generally spend another week evaluating our results and making the suggestions we believe are necessary to improve your financial picture.

We take a highly systematic approach to crafting your individual portfolio — never sacrificing long-term objectives for short-term fads. Balancing proven methods with innovation, we employ classic economic models while acknowledging the value of a little volatility and the importance of financial behavioral tends.

Drawing on these methods, we'll use what we've learned about you to develop personalized allocation, diversification and risk management strategies designed to direct your assets to growth and reduced volatility. We place special emphasis on ensuring that the risk taken in your portfolio matches your true risk tolerance.

Once You've approved our recommendations, we'll begin the process of putting them to work. As we implement the pieces of your plan, we'll handle all of the practical affairs and paperwork and keep you updated each step of the way.

As the process continues, we remain committed to our protocol. We'll carefully and consistently monitor your portfolio's success, holding regular reviews and additional meetings as needed to keep you informed of the success of your plan and The factors affecting it.

And as you achieve goals and look forward to new ones, we'll take steps to ensure that your plan adapts to changes in your life and in the markets.