What We Do
What We Do
· Listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
· Evaluate your financial goals, risk tolerance, time horizons, liquidity, income needs, and other pertinent information.
· If applicable, evaluate your current portfolio to determine which investments are suitable based on your specific parameters and competitive alternatives.
· Design and implement a portfolio tailored to your particular guidelines.
· Monitor your investments on an ongoing basis.
· Make specific recommendations regarding adjustments to your portfolio based on our best professional evaluation of changes in your personal situation and economic and market conditions.
· Provide you with an implementation schedule for our recommendations as assurance that every strategy you choose to implement is accomplished.
· Coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.
What We Will Not Do
· Provide legal or tax advice.
· Guarantee a rate of return or against loss of principal.
· Avoid your questions.
What You Will Receive
· Quarterly Portfolio Performance Reports.
· Our weekly “Market Commentary” if e-mail provided.
· Specific allocation recommendations, as necessary.
· Specific security recommendations, as necessary.
· Reviews as required to be sure you are on track to achieving your objectives.
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