We begin this stage during our initial meeting where we get to know each other. We focus on what your specific needs - risk tolerance - time horizon - short, mid, and long-term goals.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We are an independed firm, which gives us the ability to provide unbiased advice.
The primary objective of this phase is to successfully implement your investment strategy.
We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we make tactical adjustments accordingly.