After developing a thorough understanding of your unique history, current status and future needs, we design an investment policy statement (IPS) that acts as our roadmap. Your IPS is personalized to you and outlines all the facets of our advisory relationship, including your goals and objectives, strategic asset allocation, opportunity set of suitable investments and our fees.
Guided by your investment policy statement, we design a portfolio that is tailored to your unique situation. We ensure that any income required to satisfy your lifestyle needs is provided by the portfolio in a timely and tax-efficient manner.
Once your customized portfolio is in place, we will hold regular meetings with you to review the progress we have made toward your goals and to ensure the portfolio continues to perform in a manner consistent with your needs and objectives.