"Striving to fulfill the highest professional and ethical standards by consistently acting in our client’s best interest."
Step 1: Setting Your Financial Objectives
- The investment process begins with a comprehensive understanding of your present financial resources, liabilities, and objectives, as well as the risk level with which you are comfortable.
Step 2: Developing Your Asset Allocation
- The correct asset allocation policy can provide diversification of your portfolio, potentially enhance returns, lower overall portfolio volatility, and position your portfolio to take advantage of developing investment opportunities.
Step 3: Building an Investment Portfolio
- Choosing the correct mixture of securities is perhaps the most important step in building a portfolio. Whether you are looking for mutual funds, managed money, individual stocks, ETFs, bonds or a mixture of these investments, I can assist you in finding a portfolio to work toward achieving your objectives.
Step 4: Ongoing Review
- The final step of the four-step process is a comprehensive periodic review encompassing your investment objectives, your investment portfolio’s performance and the manager’s progress toward meeting your investment goals.