Investment Management

The process used to invest and manage your financial and material assets is one that should involve expertise and independence. It also should be guided by your personal objectives and what you want your wealth to do for you and your family.

Within that context, a full financial analysis is conducted and an investment policy statement is developed. An investment policy is not just a singular document. There should be an investment policy statement for each of your significant investment objectives created as components within an overall investment policy umbrella.

We have a time-tested, disciplined investment process. Once the appropriate investment policies are developed, asset allocations are designed, and appropriate portfolio managers chosen, monitoring, reporting and rebalancing are key. This is where objectivity and consistency become an important tool for keeping strategies on track.

The objectivity of our approach is strengthened because we are independent and have no proprietary products or investment managers. This frees us to design an investment strategy fully unencumbered, keeping the achievement of your goals, dreams, and desires as our guiding force. Our detailed process includes:

Set personal objectives and create risk profile
Develop individual asset allocation
Create Personalized Investment Policy Statement
Build and implement a model portfolio
Monitor and adjust the portfolio
Communicate and rebalance

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