Your specific objectives help us construct a portfolio tailored to meet your needs. Before selecting any assets for your portfolio, we undergo a thorough discovery process to understand your desired returns, income needed to support your current lifestyle, future liabilities, desired liquidity, tolerance for risk (including possible loss) and other important factors.
Once we have identified an investment strategy tailored to your specific needs and goals, we will implement the strategy and monitor it daily. You can count on us to be proactive, not reactive with your portfolio to adapt with the fast-changing markets, so that you feel comfortable with how your investments are positioned to meet your goals.
In addition to mid-year and year-end in-person meetings to review your portfolios, we are always available to talk or meet. We maintain regular and close communication with clients to evaluate how changing life circumstances might impact your asset allocation or investment management strategy.
To schedule a free consultation, please contact us.
