Portfolio Management

Many people are wary of the stock markets. Though stocks have consistently out-performed bonds and treasury bills over the decades, people simply feel they have too much to lose if the stock market should take a bad turn. We help educate you on how to invest in the stock market successfully while avoiding common errors made by novice investors.

But we also understand that everyone’s risk tolerance is different. Custom investment plans and portfolio management strategies cater to your individual tolerance for risk, based on age, general expectations, and investment time horizons.

We use a highly disciplined approach to investing clients’ assets. Every step is clearly defined, and we provide the reasoning behind every investment recommendation. Throughout the process, our underlying goal is to protect you against undue risk. Our investment process includes the following stages:

1. Introductory Meeting – In this meeting, we’ll get to know your financial situation by reviewing many of your key financial documents. We’ll discuss your financial goals and expectations for your investment portfolio, and provide some basic investment education for you.
2. Second Meeting – After a week or two, we’ll meet with you again to go over our recommendations for your portfolio. If you find the recommendations beneficial, we’ll have you set up an account to being implementation of those suggestions.
3. Strategy Implementation – We’ll then begin implementing the investment strategy discussed. Over the following weeks, you’ll receive statements and other documents showing the progress we’re making.
4. Sixty-Day Review – Within the first two statement periods, we encourage you to call us to review your statement so we can explain anything that’s unclear.
5. Six-Month Portfolio Review – After six months, we’ll have another meeting to go over your portfolio and assess performance as compared to your goals. We’ll discuss any changes that need to be made to the current investment strategy.
6. Ongoing Assessment and Review – We will continue to provide portfolio reviews and assessments at least once a year to ensure that your investments are staying on track with your goals and expectations. This allows us to mitigate unnecessary risks while ensuring capital preservation and long-term success.

You can begin the process of improving your portfolio and becoming a smarter investor by scheduling your introductory meeting with us today.