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Our Investment Management process starts with an initial meeting designed to help us gain a better understanding of your financial situation and of you as an investor. We'll discuss your goals for the future and any challenges you might face to meet them.
Once we have thoroughly reviewed all of your financial holdings in your existing portfolio including investments, insurance policies, and your tax status, we will determine where improvements are needed. We will create and present a comprehensive plan that meets your needs and expectations.
Once we agree on a course of action, we’ll implement all aspects of your wealth plan. Since your needs and objectives change over time, we will continuously review and monitor your plan. We meet with our Investment Management clients as often as necessary, but at minimum on an annual basis.
Cost: Fee based on assets under management