Investment Management

An effective long-term strategy will help you figure out life’s big puzzle: how to plan for college, retirement, big home improvements, a new baby, or any other landmarks in your life. You have to see where you are and where you’re coming from, while thinking about where you will be in the future. And most importantly, match that with a customized financial approach that can help you get there!

Phase 1: Discovery

Our initial meeting will be used to get to know one another. We focus on what your specific needs are and what you want your portfolio to accomplish for you. We want to know where you’ve been, where you are now, and where you want to be in the future.

Phase II: Strategy

Once we have a firm understanding of your financial situation and goals, we’ll collaboratively design a long-term financial/retirement plan. We then develop an investment plan that operates within your unique risk tolerance, in order to best position you to reach your financial goals as smoothly as possible.

Phase III: Implementation

The primary objective of this phase is to implement your investment strategy. By means of constant and clear communication, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting

We monitor our client’s accounts on a regular basis to ensure they are performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require an update to the investing approach, we will make adjustments accordingly. We will schedule ongoing discussions to ensure we stay on the right track with you to help you reach your goals.

*Regular monitoring applies to advisory clients