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A successful investment strategy must be focused on your individual needs. It should help you meet your financial goals while allowing you to sleep at night—a unique blend that results in financial peace.
We begin the investment process by learning about you. Your unique personal factors, such as your tolerance for risk, investment time horizon, and financial goals drive our strategy. No two clients are alike, so we spend a good bit of time talking to you to learn about your aspirations. Do you want to travel? Make sure your grandchildren receive a quality education? Start a new business? Pursue philanthropic ambitions? Whatever is important to you, we want to know about it. We design a portfolio built to help you achieve your objectives.
Investment Policy Statement
Once we have agreed upon an appropriate investment strategy, we design a formal Investment Policy Statement (IPS) for you. The IPS details the investment strategy and policies that will govern how we manage your portfolio, ensuring we are in agreement and understand your desires.
The financial markets are not stagnant—they change constantly! Therefore, your portfolio should adapt over time to the changing economic environment. What's a good investment today may be mediocre tomorrow. You can relax knowing that our professionals are constantly monitoring the investment landscape and adjusting your portfolio as we deem appropriate. This allows you to spend your time focused on what's important to you.