Our Process
Whether you are an individual, a family, an endowment, a foundation, or a corporation, we remain focused on who you are and where you’d like to go.
The financial industry tends to promote “what has worked lately” in products that are easily sold to investors. We do not believe in the universal application of magic formulas or rules of thumb. We use a time-tested, individualized planning process:
1. Define goals
In-depth conversations lead to specific objectives.
2. Take inventory
Identifying assets, liabilities and unique circumstances facilitates analysis.
3. Create a plan
Evaluating various scenarios shows how your resources will meet your needs and highlights key risks and opportunities.
4. Invest
Portfolios designed for your circumstances help you stick to your plan and achieve your long-term goals.
5. Report and review
Together, we periodically evaluate the progress you’ve made and assess the impact of life’s inevitable changes.
Important elements of this process are captured in an Investment Policy Statement (IPS), which serves as a roadmap for investing your portfolio.
