Our process is completely client focused. We begin by understanding you, your family, your finances, your goals and concerns – and having a conversation around what risk means to you. We take the time to prioritize your objectives and articulate the risks in achieving them. We then source and engage experts, both internally and externally as required. This allows us to act as your trusted advisor, while handing off specific tasks to the specialists.
We meet at least 4 times each year with our clients to review portfolio composition and performance, as well as to update each client’s financial plan. Performance is measured and reported quarterly.