Investment Process

• We gather your data and facts.
• Next, we help you identify your short and long-term goals and objectives in writing.
• Then we create a written asset allocation strategy. This Investment Policy Statement (IPS) becomes a working blueprint for the building of your total portfolio.
• We begin to evaluate specific investment management programs or vehicles to fit your short and long-term plan, taking advantage of current opportunities.
• Our team frequently reviews the managers and programs.
• We act as a wealth coach on your behalf, providing access to a broad universe of institutional money management firms through our investment management programs. We keep an objective eye on asset allocation, sector weighting, style drift, and taxable events.

Our goal is to deliver objective, strategic, and prudent advice, designed to grow, preserve and transfer our clients’ assets in a solution to help meet their financial goals.