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.


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.