Question 1

What is The Process?

Accepted Answer

Our investment philosophy is based on award-winning academic research and, when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured approach to investing which utilizes, low-cost and tax-efficient investment solutions.

Question 2

Meet with an Advisor

Accepted Answer

During this meeting, we will gain an understanding of your personal goals, current financial situation, investment experience and risk tolerance through questionnaires and interviews.

Question 3

Analysis and Formulate a Plan

Accepted Answer

After your meeting, we will take your information and come together as a team to create an in-depth financial plan including short and long term goals.

Question 4

Implement Your Plan/Solution

Accepted Answer

We will present our recommendations to you, answer your question and outline the steps we need to take to implement your plan.

Question 5

Monitor, Review and Revise"

Accepted Answer

Our relationship doesn’t end with the implementation of your financial strategy.  Once we have implemented, we will monitor your investments and meet with you regularly. As life changes so will your plan. *Always conducting ourselves as Fiduciary in our Relationship. This step is ongoing. You gain a guide to the financial industry - one who will always act in your best interest, and who is always ready to help you and your family overcome life's financial obstacles.

Question 6

Constructing Portfolios That Meet Your Needs

Accepted Answer

We consider your unique objectives, risk tolerances and needs when taking a proactive approach by diversifying client portfolios among multiple asset classes, which may include cash, fixed income, equities, real assets, and alternative investments. We may utilize both active and passive strategies, and within each asset class we consider different styles and strategies available. Additionally, portfolios may be constructed using individual securities, Exchange-Traded Funds (ETFs), mutual funds, separately managed accounts and/or limited partnerships. The specific investment products and strategies used are ultimately dependent on a client’s unique needs and circumstances.

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