Our wealth management process is thorough, ongoing, and carefully executed by implementing the following steps:
1 Assessment and Goal Setting
- Gather and organize all pertinent data.
- Identify, quantify, and prioritize goals and objectives.
- Evaluate and identify risk tolerance.
2 Develop a Strategic Plan
- Develop an asset allocation strategy using techniques that accomplish our investment approach.
- Prepare an Investment Policy Statement which will contain the objectives, investment process, risk tolerance, and asset allocation to achieve the client’s goals.
- Create Risk Management Strategies.
3 Implementation of the Investment Plan
- Allocate assets based upon our investment approach.
- Implement and integrate the investment plan into the total wealth management process that will include areas such as estate planning and asset protection.
4 Continuous Wealth Management Monitoring
- On-going performance measurement and evaluation.
- Quarterly reporting.
- Frequent client review meetings.
- Investment policy statement supervision.
- Due diligence.