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Investment Procedure

"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.