We begin our wealth management process by understanding our clients’ goals, identifying risks to the attainment of them, and designing strategies for managing those risks. This is often referred to as financial and estate planning. It is an ongoing process.
Wealth management also includes ongoing management of investments for our clients. We have a disciplined process for doing this, and we believe it is important that our clients understand our process.
Our Investment Process begins with developing our clients’ personal written investment policy based upon many considerations including investing time horizons, income and cash requirements, and subjective tolerance to volatility.
We then implement your policy by making investment decisions for our clients.
We monitor investments daily, maintain asset allocations according to your personal investment policy, and report to you at least quarterly.