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Our Investment Process

  1. Meet with clients to explore current financial situation and gain understanding of needs, goals and expectations, and to define objectives, risk tolerance, and investment time horizon.
  2. Analyze situation and tailor an investment strategy to fit the client.
  3. Present investment and other financial recommendations.
  4. Implement the plan in an effective and timely manner in collaboration with the client.
  5. Monitor investments, meet periodically to review the client’s situation, and adapt strategy as needed to pursue long-term goals and objectives.