Unlike
most of our competitors, we do not sell financial products. Rather, as a
fee-only independent investment advisory firm, we implement a long-term
strategy using institutional-class investments. We work with your trusted legal
and tax advisors to integrate our investment management process into your
overall tax, estate, and other financial planning.
Process
- Gain an understanding
of your financial and personal investment situation and plans, and then
review your current portfolio.
- Design an investment
portfolio that incorporates your risk tolerance, liquidity needs, and
other personal or family constraints, using institutional class and
low-cost investment vehicles.
- Create your
Investment Policy Statement and review it with you to ensure a mutual
understanding of the portfolio management approach.
- Implement the
strategy as defined by the Investment Policy Statement.
- Review the portfolio
performance with you on a quarterly or more frequent basis. In addition to
your comprehensive quarterly portfolio review, you will receive periodic
market updates to keep you apprised of market conditions as they may
relate to your portfolio.