Our Approach

Getting to Know You

STEP 1: Getting to Know You

STEP 1: Getting to Know You

  • What Type of Investor Are You?
  • Family Dynamics
  • Goals and Objectives
  • Risk
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  • What Type of Investor Are You?
  • Family Dynamics
  • Goals and Objectives
  • Risk
Collecting Financial Statements and Analysis

STEP 2: Collecting Financial Statements and Analysis

STEP 2: Collecting Financial Statements and Analysis

  • Tax Return
  • Investment Accounts
  • 401k and Retirement
  • Other Considerations
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  • Tax Return
  • Investment Accounts
  • 401k and Retirement
  • Other Considerations
Investment Policy Statement

STEP 3: Investment Policy Statement

STEP 3: Investment Policy Statement

  • Cash Flow
  • Investment Guidelines
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  • Cash Flow
  • Investment Guidelines
Asset Allocation and Identity Managers*

STEP 4: Asset Allocation and Identity Managers*

STEP 4: Asset Allocation and Identity Managers*

  • Risk analysis
  • Asset Class Identification
  • Manager Search

*Use of an asset allocation does not assure a gain nor protect against loss.

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  • Risk analysis
  • Asset Class Identification
  • Manager Search

*Use of an asset allocation does not assure a gain nor protect against loss.

Quarterly Performance Reporting

ONGOING: Quarterly Performance Reporting

ONGOING: Quarterly Performance Reporting

  • Market Recap
  • Allocation Analysis and Rebalance
  • Manager Assesment
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  • Market Recap
  • Allocation Analysis and Rebalance
  • Manager Assesment
Reassessment

ONGOING: Reassessment

ONGOING: Reassessment

  • Is it working?
  • Life Changes
  • Redirection
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  • Is it working?
  • Life Changes
  • Redirection