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Portfolio Management

You want to have peace of mind when it comes to your finances. As your financial advisor we want the same for you. We do not just evaluate your immediate investment needs; we consider your overall life goals. This strategy helps us ensure your greatest financial needs are not overlooked. Our approach involves our five-step professional money management process.

Step 1: Understanding Your Investment Goals and Objectives

We know that before we can provide you with a truly sound financial plan, we have to understand what is most important to you. The only way to do that is by truly listening. With that insight in mind, we can begin assessing your goals against the eight wealth management issues to identify what obstacles you may need to overcome.

Step 2: Developing an Asset Allocation Strategy

A plan is worth little value if it is not put into action. But before we can take any action, it is important to understand your risk tolerance level. We can determine your strategy by understanding your objectives and risk tolerance. You will not only feel comfortable investing your portfolio, but will also help you move towards the results you desire most. Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

Step 3: Recommending and Implementing a Portfolio

Through a rigorous due diligence process, we will recommend investment vehicles tailored to your specific needs, goals and risk preference.

Step 4: Monitoring and Rebalancing

It is no secret the market is prone to fluctuate from time-to-time. To safeguard your investment from these fluctuations, we regularly monitor your portfolio and make modifications accordingly. When you experience a major life change, we will re-evaluate your portfolio and make necessary modifications.

Step 5: Reporting Performance

Communicating your progress is a priority. It is important that you know how your investments are performing at all times. By regularly communicating with you through client reports and meetings, we are able to confirm your investments are still on target toward meeting your desired financial goals.


*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.