1
Our process begins with discussing your investment objectives and
risk tolerance. Often this step involves reviewing your current
investment portfolio statements to determine where changes should
be made.
2
After determining your objectives and gaining an understanding of
your overall financial situation we will develop your portfolio asset
allocation which will provide the appropriate balance between
income and growth.
3
We then select the investments we believe will be critical in helping
you accomplish your objectives.
4
After your portfolio has been developed we will continuously monitor it and will rebalance it when appropriate.
5
Additionally, you can expect periodic review meetings or telephone conferences. In these meetings, we will discuss your performance and positioning of your portfolio, as well as our perspectives on the economy, investment environment and markets. These meetings provide clients with an opportunity to give us feedback and to ask questions.