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Our Investment Process
Our investment process is designed to protect and grow wealth. It considers each client’s risk tolerance and aims to limit significant drawdowns. Our goal is to help investors build long-term portfolios that experience the power of compounded returns.
01
Consult
We develop your personal financial profile through individual consultations with you. We take into account your individual investment needs and objectives, risk tolerance, and time frame.
02
Create
We create a personalized asset allocation policy based on your needs and objectives. This policy seeks to maximize your investment returns while minimizing your risk through the carefully diversified allocation of your assets.
03
Implement
We implement your asset allocation policy by investing in a well-diversified portfolio. As independent financial advisors, we utilize a large array of investment options in an objective and independent manner. This gives us added flexibility and creativity in structuring your investments.
04
Manage
We carefully monitor your investments on an ongoing basis to ensure they remain consistent with your life’s goals and objectives. Financial decisions are not one time events. As life changes, so must your financial strategy.
05
Communication
We’ll communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we provide you with the highest level of personalized service, including regularly scheduled meetings, newsletters, and workshops.