Our portfolio management service begins with the development of a fully customized investment plan that will enable you to achieve your long-term goals while also meeting your current financial priorities.
Before any decisions are made or money invested, we will meet with you to assess your investment needs and your goals. We will review your retirement and estate planning objectives and establish a detailed understanding of your tax situation. The end result will be an investment policy statement: a comprehensive investment plan that defines the parameters of your soon-to-be-built portfolio.
Once the investment policy statement has been developed and approved, it will drive every decision we make on your behalf. As your priorities or goals change, your investment plan will be revised to reflect that evolution.