Our Portfolio Approach
Our investment process begins with a detailed understanding and analysis of your specific situation and investment needs.
1. Understanding You
- Investment goals
- Risk tolerance
- Time horizon
- Return requirements
- Liquidity and income needs
- Unique circumstances
- Tax and legal considerations
2. Customized Plan
- Detailed client interview
- Determine the appropriate asset allocation
- Implement the investment strategy
- Monitor investments and perform periodic reviews
3. Determine Appropriate Asset Allocation Structure
- % Equity
- % Fixed Income
- % International
- % Real Estate
4. Implement Top-Down Investment Strategy
- General economic analysis
- Market analysis
- Sector analysis
- Quantitative and qualitative assessments
- Independent research