An approach that is both personal and consultative
We use a clearly articulated, understandable and substantial process to customize a plan and portfolio designed to reach the specific levels of return you need for meeting your short-, intermediate- and long-term goals. Here are the basic steps that outline the process.
-
We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
-
We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
-
Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
-
We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.
An investment approach anchored in reason, not emotion
It’s all too easy to get caught up in the flurry of financial news and the predictions of Wall Street pundits. Whether it’s fear or euphoria, emotion can overtake rational behavior and cause many investors to over-react to the market’s inevitable peaks and valleys.
We focus on the financial plan, not on the day-to-day fluctuations of the market. Our goal is to remove irrational behavior from the investment equation by adhering to a disciplined endowment-style approach to investing, being proactive to your needs and attentive to your concerns – so you are free to focus on enjoying your comfortable and well-earned lifestyle.
Investing involves risk including the possible loss of principal.
