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Investing Services



 

 

How we do it


How we do it

We follow a disciplined six-step process to keep you on-track to achieving your goals. This keeps us all focused on what’s important – helping you live life the way you want.

Six-step process - the key to how our team manages client relationships and client wealth

1. Is there a fit

This introductory session is an opportunity to get to know each other. We will introduce you to our wealth planning services and take the time to learn about you and to understand what is important to you.

2. Discovery

If we agree there is a fit, the next step is to gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.

3. Investments

We will prepare a customized Investment Policy Statement (IPS), which spells out your risk tolerance, ideal portfolio make-up, and investment strategies we will take to achieve your goals. We will also define your relationship with our team by documenting the service you can expect from us, and when you can expect our team to contact you. It is at this stage that we typically open accounts and begin managing your investment portfolio.

4. Strategy

Next, we analyze your financial and personal information to match your objectives with smart wealth planning strategies.

5. Solutions

We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

6. Service

We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.