Your portfolio will take into consideration your risk assessment, time horizon, tax needs and cash flow requirements. These elements are part of the Investment Process which includes: 1. Client Risk Evaluation ● Retirement & Capital Return Analysis ● Legacy Analysis ● Goal Setting 2. Asset Allocation ● Proactive Asset Allocation ● Secular Themes ● Horizons 3. Macroeconomics ● Assessing Global Economics Trends ● The Business Cycle 4. Investment Selection ● Equity Selection ● Fixed Income Selection ● Third Party Managers Contact us to learn more about the Investment Process