Our Personalized Approach
We'll have a deep dive discussion with you about your financial goals, expectations and understanding.
Step One. Goals and Objectives
Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.
Step Two: Determine Asset Allocation Policy
Discuss your options, weigh potential risk and rewards, and diversify your portfolio to steadily work toward your investment goals.
Step Three: Match with A Wealth Manager
With your strategy in place, set it into motion by finding the Wealth Manager whose expertise and specialized counsel best suit your needs. Your dedicated Wealth Manager will make the introductions, discuss their recommendations and
implement the actions that meet with your approval.
Step Four: Ongoing Portfolio Monitoring and Rebalancing
Ride out the daily twists and turns of the market by reviewing the overall performance of your investments against the time frame and strategy you have set. Market conditions, contributions to the account, and other factors may cause
the allocations to fall outside the targets originally set for the portfolio. If this happens, one or more of the money managers may rebalance the portfolio to bring allocations back within the desired range based upon the investment
strategy you agreed to with your Investment Advisor Representative. After reviewing your needs with your investment advisor, you will receive an investment proposal detailing your investments and goals. This document should be
thoroughly reviewed and understood prior to investing.