Our Process

  1. Getting to know you: We gather your financial and investment information, identify your needs and priorities, and explore your values, attitudes, expectations, and time horizons.
  2. Educating and managing expectations: We develop investment objectives and policies, develop a frame of reference for investment performance, and discuss our investment philosophy.
  3. Implementation: We meet with you to discuss your financial and investment strategies, including asset allocation and asset location, then begin implementing your plan.
  4. Ongoing review and contact: We continually track the performance of your financial and investment strategies, including portfolio rebalancing. We meet with you regularly to make sure your strategies remain aligned with your goals.