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Our Process

Gather Information

We gather the necessary information to make educated investment decisions that are tailored to each client's individual needs. It is essential to have strong relationships with our clients so that we fully understand their needs and goals now and in the future.

Develop the Strategy

A unique investment strategy is dependent on time horizons, goals, risk tolerance, and age, all are considered with each client. Each recommendation is tested and revised before being implemented such that we give each client the best possible service.

Implement the Strategy

We then put our investment strategy to work and adjust it as life inevitably changes course. This is not a "set it and forget it" method as our market research team assists in continually reviewing client portfolios to ensure accounts are in alignment and offering the greatest benefit to the client.

Analyze the Result

We ensure each investment strategy is achieving the intended result once implemented and keep our clients updated through regular meetings. Our advisors also meet with Portfolio Managers on a regular basis to discuss updates on fund performance, current positioning, and recent allocation changes ensuring client portfolio's stay current and accurate.