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Our Process

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process:

Phase I: Data Gathering

We begin this stage during our initial meeting where we get to know one another.  We aim to understand relevant aspects of your current financial situation while focusing on your specific needs and what you want your capital to do for you.

Phase II: Analysis and Recommendations

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs.  We then develop a proposal that outlines the strategy we recommend for long-term success.  This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy.  By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention.  At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of the markets.