The Hull formula for managing and preserving wealth
Clients are our first priority, and this becomes obvious in our process for working with you. Our team takes a comprehensive review of your life and what matters to you before any planning begins. Once a strategy is in place, we act as the financial quarterback, collaborating with your other professional advisors such as an accountant or attorney in carrying out the plan in a coordinated fashion. We will progress through four steps:
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The first step in this process is to get to know you, the client. This is a down-to-earth conversation that helps us get a clear understanding of your current investments, goals, risk tolerance and time horizon.
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Once we’ve gathered your important details, we’ll formulate an investment policy and a comprehensive plan designed to meet your investment objectives.
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With your profile as an investor guiding our team, we allocate funds within each asset class in a way that matches your risk profile. We then explain the plan and investment strategy in a straightforward way and answer any questions you may have.
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Lastly, we monitor and rebalance the portfolio on a regular basis to ensure it’s meeting your objectives. Through open lines of communication, we stay in touch with you to ensure the financial plan stays in sync with your life.
Portfolio review
Often, clients come to us with a fully developed portfolio. In those cases we will undertake a thorough review of the portfolio and suggest any adjustments in light of your short- and long-term goals as well as your timeline and tolerance for risk.
