It all starts with a conversation: Getting to know you!
Obtaining accurate and detailed information from our clients is crucial in order to build a well-defined investment solution.
In order to develop one’s investment proposal, we will include details of short- and long-term goals, ability and willingness to accept risk, time horizon and tax or estate situations.
We will seek to identify current and future wealth planning concerns over time.
Review and make sure we have all the financial account statements and other relevant documents that you have and want us to consider for you plan.
After reviewing the information collected we will determine the appropriate asset allocation for you, based on your goals and time horizon – taking into account your investment return and risk objectives. We will also consider any specific need for liquidity, income or tax and estate situations.
Analyzing our client information and needs
Determine how we will fulfill the investment strategy based on your circumstances.
Decide what fee based program or other platform we will use and what investment vehicles will be recommended to help you reach their investment objectives.
Putting the pieces together, we construct each his own individualized portfolio using an Investment Policy Statement that takes in consideration all of the above. We take the time to give you our expectations, explain the risk and rewards of the portfolio as well as give you a clear and transparent understanding of the fees you pay us for our management services.
All portfolios are monitored on a daily basis for profit taking or risk limitation. Each position is surveilled and compared to other market opportunity . Our objective is to protect and limit the downside risk, as well as participate in rising market environment.
Portfolio surveillance and revision
Your personalized portfolio will be reviewed with you on a regular basis and adjusted if need be, to reflect your return and risk objectives because your success is our goal.