Investment Process
Before the process begins, it is important that we clearly explain and document the services we will be offering to you. During this phase, you will come away understanding what we believe to be our responsibilities and also what we expect from you.
We will also go over how we will be paid and by whom and come to an agreement concerning how long the professional relationship should last and on how decisions will be made.
Our advisors understand that your situation, goals, and willingness to take risks is unique. That is why we focus on getting to know you to better understand your risk capacity.
We will ask you to share information about your financial situation and gather all the necessary documents. Afterwards, we will mutually define our roles, understand your time frame for results, and discuss how you feel about risk. The goal is to provide clarity and purpose for what you need to achieve.
Our advisors then analyze your current holdings and can provide due diligence screen. This provides a basis for the next step which is to to understand how any current investments might fit into our proposed asset allocation.
At this point, our advisors offer recommendations that address your goals, based on the information you provide. We go over the recommendations with you to help you understand them so that you can make informed decisions. Our advisors also listen to your concerns and revise the recommendations as appropriate.
Please remember that past performance is no guarantee of future results.
