Gather their financial information
Determine their current situation
Establish retirement and investment goals
Develop and commit to a plan
Regularly review the plan
After we discuss your financial objectives, we memorialize them in an Investment Policy Statement, and construct your portfolio with suitable securities. We monitor and re balance your portfolio as required and make changes when warranted, always maintaining your allocation within your desired objectives.
Because you own the securities directly, and there is no need to contact you for every transaction, we are able to quickly take advantage of changes in the market.