Broker Check

Our Process

Phase I: Discovery

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.

Phase II: Strategy

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.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy.

Phase IV: Monitoring and Adjustment

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.