It all starts with you and your investment goals.
to drive your results.
Our investment processes are iterative and centered around our clients and their goals and objectives. While other advisors try to fit clients into boxes that they "sell" and predefine for their convenience - we don't. We engage with our clients to understand their current situation and aspirations before suggesting a course of action.
During the planning phase we work with our clients to understand their unique situation and objectives.
Using the components captured in the planning phase, an investment policy statement (IPS) is developed for each investment relationship.
Your investment portfolio is designed to consider the components identified in the planning phase and implemented according to the client’s investment policy statement.
Below are some of the important areas that we consider in the planning phase of our process. These and other inputs identified in the planning phase are incorporated into the Policy and Portfolio components of our process.
The investment policy statement (or IPS) is an important component of our process, as it captures the material facts, unique characteristics, and objectives of each client. It is essentially the instructions on how the client’s financial assets should be managed. As with most important documents, the investment policy requires periodic review and updating to encompass the changes in time and situation that we all experience.
The ‘magic’ of investing comes from compounding returns. Such returns are only possible through disciplined long-term and purposeful investment in quality assets. There will undoubtedly be many future periods of fear and euphoria in the market, but a portfolio built to be aligned with needs, preferences, and long-term goals of the client can endure the bumps and reap the benefits of compounding.
Portfolio Analytic Reports
We offer full reporting transparency. Our platform offers a robust set of standard and customizable statements and portfolio reports. These reports can be generated by the client or advisor, and can be scheduled to be electronically delivered to the client on a daily, monthly, or quarterly basis.
Account Statement Reviews
We are always available to review account statements and reports. All new clients will be offered a live statement walk-through after they receive their first account statement. All clients are welcome and encouraged to schedule a call or meeting if they have statement questions.