As soon as you engage us for financial management services, we get to work creating a customized strategy designed to help your wealth grow.
Our goal is to provide you a clear understanding of how our services and strategies will help your wealth grow.
Our first step is to sit down together to assess your objectives. During this phase we will also assess your risk comfort zone. Then we explain our asset allocation strategies and the management processes that will allow for the most efficient growth of your investments.
Various studies indicate that the bulk of the return of a given portfolio correlates to asset allocation. That’s the basis for our disciplined approach in designing your portfolio, the next step in the process. Once established, asset allocation is reviewed quarterly, with changes made to portfolio weighting when an asset class or category exceeds its range by a statistically significant amount. Other adjustments may also be made in the wake of changes in the economy, U.S. or international financial markets or your personal situation or objectives.