“We develop long-term investment strategies that enable our clients to generate consistent, stable returns regardless of day to day market activity.”
“Our long-term approach to investment is to ensure that we keep as much of our clients money working for them as possible. That includes monitoring tax efficiency, fees, etc.”
We look for long-term growth for our clients. We believe that short-term markets provide investment opportunities, but we avoid trying to outguess the short-term market or price direction.”
“We work with our clients to understand their need to save an invest for the long term and then we develop the right strategies to help them get there.”
Our Approach to Investment Planning
Because every personal situation is unique we take the time to get to know you, your future needs, your financial goals, and your investment planning objectives. We recognize that personal situations can change over time but our commitment to your financial security and service will not.
The first steps we need to take are:
Discovery: The first face-to-face meeting to give us the opportunity to answer all your questions and get to know you as a person and what your most important objectives and needs are.
Assessment: Gathering all of the information in our first meeting, we can begin to assess your current financial situation, and identify opportunities to start you down the path of financial success.
Solutions: After assessing where you want to be in your financial future and designing a plan specifically for you, we can start implementing this plan and get you on track.
Portfolio Management: With changing market conditions and personal situations we will continuously be in contact with you as is needed to periodically review and rebalance your accounts. This can be conducted via phone conversations, face to face meetings, and email correspondence. You will also receive quarterly statements and have access to online account viewing.
Follow up: Periodically we will need to update your account to make sure that all of your personal contact information is up to date and your personal situation is applicable to the plan we have in place for you. We recognize that personal situations change as time goes by. Should your situation change before your next scheduled appointment with us, we welcome you to contact us to report any significant events. This helps us make sure your custom plan continues to be right for you.