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Your team consists of your Financial Advisor, your Strategist and your Portfolio Manager.
Your Financial Consultant will:
- Analyze your current financial situation
- Assist in determining your Risk/Return Profile
- Prepare a written Investment Policy Statement
- Monitor the asset allocation and manager selection decisions
- Communicate the reasons for changes to your portfolio
- Deliver Quarterly Performance Reports
- Monitor performance relative to your goals and objectives
- Suggest changes to your investment strategy when and if your financial circumstances change
Before anyone customizes solutions or investment strategies for you, it is important for us to understand your personal, family, and philanthropic goals. Although we use tools to look at the many details of your financial life, what differentiates one firm from the other is the skill and experience of the individual or team to understand and to provide an integrated plan to meet one’s multiple goals, including your current holdings, tax concerns, risk tolerance, and asset allocation.
The Portfolio Strategist will:
- Select asset classes
- Determine the target asset mix
- Analyze investment portfolios for style and performance
- Select and monitor investment portfolios
- Reallocate and rebalance portfolios
The Portfolio Manager will:
- Conduct research and analysis on the securities being considered for purchase or sale
- Maintain a disciplined investment process and consistent investment style
- Provide competitive performance to peer group or asset class benchmark
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