Our Process


Our process begins with you. An in depth meeting is conducted where short term and long term investment goals are discussed, as well as your return objectives and risk tolerance levels.

We are dedicated to truly understanding your goals, needs and desires, determining what areas we can provide further value and establishing a plan that ensures your goals will be achieved. Our recommendations are only based on what we perceive to be appropriate for your needs, risk tolerance and goals.

We regularly review accounts to take advantage of opportunities and changing market conditions as they arise. Regular repositioning and monitoring are provided on an ongoing basis. We ensure that you are involved in the process of meeting your goals through regular and comprehensive meetings. Keeping you informed is a top priority for us as it relates to the state of the markets, returning client phone calls and administrative issues.