Broker Check

Process

Phase I: Discovery

The discovery stage begins during our initial meeting as we get to know one another. We focus on what each client's specific needs are and what the client wants their investment capital to accomplish.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client and adheres to their risk tolerance. We then develop a comprehensive blueprint that outlines the plan of action recommended for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement the investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for every client.

Phase IV: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to pivot and make adjustments.