|The primary objective of our investment process is to ensure that our advisors have a complete understanding of what clients envision for the future use and disposition of their assets. This process begins with an information gathering session in which all aspects of the client's financial picture are explored including an evaluation of the client's existing financial resources, assessment of a client's risk tolerance, and a discussion of the client's financial goals.
This results in the formation of an investment policy statement that serves as an investment roadmap based on client input and discussions with the objective of meeting the clients goals. With client objective and risk tolerance information, our advisors help to determine appropriate asset allocation policies while also considering tax sensitivities, income needs and broad cash flow considerations.
Every investment portfolio is carefully tailored to the specific needs and characteristics of the investment client, regardless of whether the client is an individual, institution or a trustee. We pride ourselves on not using a one-size-fits-all approach to investment management. Instead, our process evidences a strong commitment to providing the best investment advice possible within the context of meeting our clients' financial goals and serving their best interests.
Financial markets are dynamic as are our clients' lives and circumstances which is why we continuously monitor and review the initiatives that we've taken on behalf of our clients. We meet regularly with clients to evaluate their personal and financial situation so that any changes that need to be made are implemented in a timely manner.