THE INVESTMENT PROCESS
The first step in the investment process is discovery, where we sit down and listen to try to get an understanding of where you are now and where you want to be, what you have done in the past, and what are your concerns and expectations.
We then take the information gathered in the discovery phase, go back to the office and work to develop a comprehensive plan created specifically to address the needs of your particular situation.
Then we will meet again to go over our findings, and to present our recommendations to you. When we have answered all your questions to your satis- faction, and made any necessary adjustments until we have a working model that you are comfortable with, then we are able to move forward.
At that point, you become our client. Our team will then go to work to open the accounts, gather the assets, and construct the portfolio as modeled. The monies may be invested immediately or over a period of time, based on current market and economic conditions.
ONGOING DUE DILIGENCE
Our job then is to review and monitor your portfolio, and to communicate with you regularly to keep you up to date on our views on the markets and the economy, and on the corresponding adjustments to your portfolio.
Our goal is to offer you excellent follow-up service so you will become a long-term, satisfied client, and have no reservations about referring others to us with similar needs to yours.