Three questions drive our unique investment process:
How much risk should I take?
No two investors feel the same way about volatility. Some take a long view and are unperturbed by the market’s ups and downs. Others are more cautious but are willing to take calculated risks. Through straight talk and careful planning, we’ll guide you to an asset allocation that reflects your risk tolerance as well as your objectives.
What’s the right style for me?
With a clear strategy for asset allocation, you can then choose how and where to invest. How do you feel about taxes? What about different geographies? How much volatility can you handle and still sleep at night? Your choices provide direction for your adviser — who will work with your preferred style when recommending choices for you.
How do I stay on track?
Life and the financial markets have something in common: change. That’s why it’s essential to follow a well-defined process. We’ll monitor everything that can affect your investments — and we’ll make adjustments as needed.
Whether the solution is adding to or making withdrawals from a strategy or rebalancing or changing strategies, we’ll do what it takes to stay one step ahead of your financial life. We’ll meet with you regularly and offer quarterly reports and online access to keep you up to date.