We follow a dynamic process to build and maintain our investment relationships beginning with developing a mutual understanding of investing as the first step in structuring a portfolio – knowing you. Our confidential investment questionnaire identifies pertinent information to build understanding of our clients’ individual needs and objectives. This information then shapes the Investment Policy Statement, (IPS), a tailored asset allocation portfolio to address specific goals.
The IPS, or overall investment strategy, defines and articulates objectives, constraints, and unique preferences, which is followed with implementation of asset class and security selection. Our discipline requires continuous monitoring with periodic adjustments due to changing market conditions or responding to changing client life needs.
Throughout the process, we communicate portfolio progress, recommend adjustments as needed, and remain available for questions or reviews.