Each of our investors has specific investment needs and related financial concerns. Through a relationship built on trust, integrity and confidence, we will come to understand your needs and help you develop an investment plan and wealth protection strategy to achieve your goals.
For most investors, fear and greed play a significant role in their investment decisions. Our disciplined process eliminates this mindset, which has a negative impact on long-term performance. Our role is to determine the level of risk exposure that is appropriate for you, allocate your assets and choose diversified products to build a customized investment portfolio that has the ideal wealth protection, tax strategies and estate planning features.
Our Proven Process:
1. Profiling — We profile your financial situation, time horizon, risk tolerance level, goals, and expectations.
2. Proposal — We prepare a roadmap for your financial journey, incorporating our asset allocation strategy and service and communication commitments.
3. Implementation — We select investments to implement the asset allocation, ensuring they are aligned with your risk and return objectives.
4. Review — We monitor your portfolio and adjust and refine as necessary. Every quarter, we provide a statement summarizing individual securities held in your portfolio. Each month in which a transaction has been made, you receive a monthly statement. Online account access provides up-to-date account information and market data 24/7.