Our Process
DISCOVERY MEETING
In our first meeting, we create a Client Profile based on a guided discussion of our client’s interests, responsibilities, assets and, most importantly, our client’s near-term and long-term life goals. The information we gather in this meeting enables us to personalize strategies and services to match our client’s specific attributes, concerns and objectives.
DEVELOP ASSET MANAGEMENT STRATEGY
Based on the Client Profile, we construct a proactively managed and flexible Asset Management Strategy that includes specific and measurable milestones to achieve our client’s financial goals. We then present our client with tailored investment options that match his/her objectives and risk tolerance.
IMPLEMENT ASSET MANAGEMENT
After signing appropriate account paperwork we work with other members of our client’s trusted advisory team, including accountants and lawyers, to implement the Asset Management Strategy. We then follow up with our client’s financial institution(s) to ensure the timely in-kind transfer of assets into our client’s new portfolio.
PERIODIC PROGRESS MEETINGS
We meet our clients on a regularly scheduled basis to review their portfolio, assess progress and re-calibrate our course of action, if necessary. These meetings also give our clients the opportunity to share updates to their Client Profile, including potential changes in individual, professional or family circumstances.
