Investment Consulting Process

Our five-phase investment consulting process helps build and maintain a comprehensive investment plan that in turn helps you build toward your long-term financial objectives.
Understanding expectations

1: Understanding Expectations

What do you hope to achieve with your investment portfolio? We work closely with you to clearly define your objectives, financial needs and tolerance for risk.
Developing customized strategies

2: Developing Customized Strategies

After determining your objectives, we will decide on a combination of diversified investments to help you achieve your goals. From this, we will create an investment profile to help guide future decisions pertaining to your account.
Analyzing alternatives

3: Analyzing Alternatives

Next, we will determine which actual investment vehicles are best suited to your investment profile based on how they correspond to your assets, debts, expenses, income, tax situation, insurance coverage and more.
Reviewing options

4: Reviewing Options

We will present you with a range of specific investment options consistent with the asset allocation we've proposed and will discuss all of your available options to help you understand why we recommend particular investments for you.
Tracking progress

5: Tracking Progress

We will help make sure you stay on track after your portfolio selections have been put in motion. We can review and meet with you to discuss your portfolios progress and determine if any adjustments are needed.