Investment Process

Phase I: Strategy

The primary objective of this stage is to develop a long term investment strategy. We start by understanding our client’s specific needs and what they want their investment capital to provide.

Next we prepare a comprehensive proposal that outlines the strategy that will accomplish their goal. Then we share this with our clients in our second meeting, allowing us to discuss and explain our strategies and explain the rationale of our recommendations.

Phase II: Implementation

With agreement we put the ideas in motion and execute the strategy. We keep our clients included with constant communication throughout the process as quickly as possible.

Phase III: Monitoring

We will establish up front with each of our clients how often they wish to meet. It is here we review your portfolio and measure performance to make adjustments as change occurs in the markets.  We provide ongoing management and oversight to help keep investments aligned with your ever changing world.