Our Investment Process
- 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.
- Analyze situation and tailor an investment strategy to fit the client.
- Present investment and other financial recommendations.
- Implement the plan in an effective and timely manner in collaboration with the client.
- Monitor investments, meet periodically to review the client’s situation, and adapt strategy as needed to pursue long-term goals and objectives.
