My most important job is to listen- to understand you and your family's needs, and to work with you to set your investment objectives. We will work to define your tolerance for risk, and then develop realistic investment expectations in combination with reviewing your comfort level.
An integral part of this process is the drafting of a written, custom-tailored Investment Policy Statement- the basic blueprint for a plan that is specific to you.
Once you have approved the Investment Policy Statement, we use it to create a roadmap to structure your portfolio. You will be able to get advice from the best analysts in the industry here and abroad, and construct a diversified portfolio that confirms to the guidelines and direction you had set in advance.
This process means you will receive specific and appropriate investment recommendations, and each recommendation will be clear and well thought-out.
The last step in the process in to monitor results. To do this, we can provide you with computerized portfolio evaluation and tracking, incorporating monthly income reports, annual rate-of-return calculations, research updates on your holdings and more.
A portfolio custom-tailored to meet your objectives while recognizing your willingness to accept risk and a process flexible enough to respond to changes in your objectives, but disciplined enough to maximize your financial returns.